Retirement Counselor jobs in Santa Maria, CA

Responsibilities:

• Monitor Daily Processing tasks
• Troubleshoot as necessary to resolve errors with the automated jobs.
• Oversee & communicate with the Custodian related to trading processes, trade rejects, internal/external system interaction, and external websites.
• Ensure all trading files are transmitted within the appropriate established deadlines.
• Manage the receipt of all trading files to ensure they are processed by the appropriate deadlines.
• Manage the daily reconciliation process between the recordkeeping system and the Custodian.
• Review assigned tasks in Salesforce to confirm all data required has been provided and identify next steps.
• Complete assigned tickets from Salesforce and fully documentation in detail steps reviewed, taken, & completed as soon as administratively feasible.
• Research service inquiries while seeing them to their resolution.
• Provide excellent customer service to internal and external stakeholders
• Assist with customer support inquiries

Requirements:
- Strong organizational skills and attention to detail
- Excellent customer service skills
- Strong clerical skills, including data entry

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Type: Part-time

Pay: $24.00 - $27.00 per hour

Expected hours: 15 – 25 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Ability to Relocate:

• Templeton, CA 93465: Relocate before starting work (Required)

Work Location: In person