Job Description
Retirement Plan Services Associate
Hybrid Schedule in Southfield, MI/St. Petersburg, FL/Memphis, TN
Description
This person will be responsible for supporting the Retirement Plan Services department with us. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates.
Essential Duties Responsibilities:
+ 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 cou...
Hybrid Schedule in Southfield, MI/St. Petersburg, FL/Memphis, TN
Description
This person will be responsible for supporting the Retirement Plan Services department with us. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates.
Essential Duties Responsibilities:
+ 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 cou...