Finance Associate

Revolution Technologies; Southfield (MI); On-site; USD 26,139 - 37,229; Full time

Benefits offered by this job

Laptop provided

Flexible work schedule

Potential for full-time conversion

Job summary

A financial services company located in Southfield, MI seeks a Retirement Plan Services Associate to support the department by processing forms and performing basic transactions. Candidates should have at least 2 years of experience in financial services or be a recent finance graduate. Skills in CRM software, data entry, and clear communication are essential. The role offers a hybrid work model after training and requires reliable attendance during the busy season.

Qualifications

• At least 2 years of recent experience within financial services or a recent graduate in finance.
• Experience using a CRM for transaction processing is preferred.
• Strong attention to detail and high data entry accuracy required.

Responsibilities

• Support Retirement Plan Services department and process forms.
• Handle client inquiries and transactions accurately.
• Diagnose issues and provide compliant solutions.
• Stay updated on retirement plan regulations.
• Audit account activity for compliance.

Skills

Experience in financial services, especially retirement planning

CRM software experience

Call center experience

Strong data entry skills

Clear written and verbal communication skills

Proficient in Microsoft Office Suite

Quick learner

Proven reliability

Education

Bachelor's degree in finance or related field

Job description

*** C2C candidates or supplier resumes not permitted. ***

Job Title: Retirement Plan Services Associate (official title)

Rate: $23.00/hr. W-2

Location: Southfield, MI - 8 Weeks of Training on-site; hybrid schedule of 3 days WFH & 2 days on-site after training

Contract: 6+ months - There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.

Laptop provided.

Job Summary:

This person will be responsible for supporting the Retirement Plan Services department. 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

Interview Information:

Interviews will likely be conducted over Zoom; therefore, please include the candidates' email address on their resume.

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.
• Will be required to take an alpha-numeric data entry assessment. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.
• Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times.
• Ability to navigate through several different systems at once, using 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.
• 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.