SGS Technologie is looking for Retirement Plan Services Associate to work with direct client at Memphis, TN OR Southfield, MI
Retirement Plan Services Associate
Contract - W2
Hybrid
Memphis, TN OR Southfield, MI
IMPORTANT- Candidates may be located either in Memphis, TN OR Southfield, MI
There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.
8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training
RJ will provide a laptop
Job Summary: This person will be responsible for supporting the Retirement Plan Services department with Client. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).
Job Duties:
Answers and responds to email inquiries regarding issues
Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
Interprets rules and regulations by applying retirement plan knowledge
Conducts audits of account activity to ensure transactions meet regulatory compliance
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Reviews daily reports of individual productivity to evaluate personal performance
Work Schedule:
The worker can choose either 8:30am-5:30pm or 9am-6pm
Skills: Must Haves
At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred. If they are a recent graduate, they must be able to quickly learn the basics within the retirement planning industry.
Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred
Experience working in a call center environment preferred
Strong data entry skills with a high attention to detail. **Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role. Please include the scores on top of the candidate's resume.**
Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
Professional demeanor
Ability to navigate through several different systems at once, using a dual monitors
Proficient with Microsoft Office Suite- Excel, Outlook, Word
Quick learner / ability to learn and apply different processes simultaneously
Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers. Please ensure screen this out with candidate references. The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.
Keywords :
Education: Minimum of a High School Diploma/GED completed, Bachelor's Degree is highly preferred
If interested, kindly apply with latest resume.
Regards,
Fathima Nuzha
Senior Technical Recruiter - SGS Technologie
Ph: (904) 644 3721
fathima@sgstechnologies.net
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