Transactions Processor – Retirement

This is a fully remote position, open to applicants in United States.

📋 Description

• Process participant transactions including distribution and loan requests, as well as enrollment processing.

• Communicate with participants and various plan contacts through phone and email.

• Keep thorough documentation of all client interactions.

• Collaborate closely with team members within the Retirement Department.

• Participate in team, department, and company training sessions.

• Acquire knowledge of and apply IRS code and DOL regulations relevant to retirement plans.

• Understand current processes and offer feedback for improvements when necessary.

• Foster a positive team atmosphere.

• Achieve or surpass required Key Performance Indicator (KPI) levels in all assessed areas.

• Carry out additional tasks as assigned by the Supervisor or Director.

⛳️ Requirements

• General computer skills with proficiency in various software applications.

• Experienced with Microsoft Suite, especially Outlook, Word, and Excel.

• Highly motivated, diligent, and possesses a positive attitude.

• Strong typing and 10-key entry skills.

• Extremely attentive to detail and accuracy.

• Outstanding customer service abilities, both over the phone and via email.

• Bilingual skills are beneficial; proficiency in Spanish is preferred.

• Professional verbal and written communication skills.

• High School Diploma or equivalent required.

• Ability to remain seated for the majority of work hours.

• No travel is required for this position.

🏝️ Benefits

• Excellent working environment with opportunities for career advancement.

• Options for full-time or part-time work schedules.

• Fully remote work arrangement.

• Flexible working hours in the employee's time zone: 8 AM–5 PM, 8 AM–12 PM, or 12 PM–5 PM, Monday through Friday.