Internal Support, Retirement

Description:

Full-time, fully remote position in retirement benefits administration, working 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth. This position is full-time, hourly, and nonexempt.

Duties

• Provide support to Relationship Managers in managing client relationships
• Provide support to Compliance Specialists in completing annual year end work
• Interact with investment providers, plan sponsors, participants, and advisors
• Track communication, documents and data
• Attend team, department, and company trainings
• Manage multiple tasks, projects, and deadlines at the same time
• Keep current on laws and regulations regarding retirement plans through education and training
• Actively contribute to a positive team environment
• Own all procedures and tasks assigned to the Internal Support roles and regularly update checklists
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor or Vice President

Requirements:

• Have excellent customer service skills
• Have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
• Ability to learn new software and processes quickly
• Have excellent attention to detail and accuracy of work with an ability to maintain an organized approach to duties and responsibilities
• Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Be professional and articulate in both verbal and written communication
• Be able to work well within a team
• Obtain RPF Certification within the first 12 months of accepting this position

Education and Experience – High school diploma or equivalent required. Retirement plan administration experience is preferred.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.