Transactions Processor, Retirement

Description

Full-time or part-time, fully remote position in the Retirement Department as a Transaction Processor. Working 8 AM to 5 PM, 8 AM to 12 PM or 12 PM to 5 PM, in your time zone, Monday through Friday. Wonderful working environment with opportunities for growth. This position is hourly, and nonexempt.

Duties

• Become proficient in participant transaction processing such as distribution & loan requests, and enrollment processing
• Interact with participants and various plan contacts via phone and email
• Maintain appropriate documentation of all client interactions
• Work closely with team and as a member of the Retirement Department
• Attend team, department, and company trainings
• Willing to learn, understand and implement IRS code and DOL regulations applicable to retirement plans
• Learn current processes, then as appropriate, provide feedback for increased efficiencies
• Actively contribute to a positive team environment
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor or Director

Requirements

• General computer abilities with various types of software applications
• Proficient with Microsoft Suite, particularly Outlook, Word, and Excel
• Highly motivated, hard-working, and positive attitude
• Strong typing and 10-key skills
• Highly attentive to detail and accuracy
• Exemplary customer service skills both on the phone and via email
• Bilingual useful, Spanish language preferred
• Must be professional in both verbal and written communication

Educational Requirements - High School Diploma or equivalent

Physical Requirements - This position requires the employee to be seated the majority of the work time. There is no travel associated with this position

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 any way, and are subject to change at the discretion of National Benefit Services, LLC.

All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, gender identity or expression, affectional or sexual orientation, disability, nationality or sex