Financial Assistant

Revolution Technologies; Memphis (TN); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Revolution Technologies is seeking a Senior Technology Recruiter in Memphis, TN. The role involves supporting the Retirement Plan Services department by processing transactions, maintaining compliance, and effectively communicating with clients and internal teams. Candidates should have a strong background in finance or recent relevant education, with a focus on detail-oriented data entry work.

Benefits

Medical insurance

Vision insurance

401(k)

Disability insurance

Qualifications

• Recent experience in financial services or a relevant degree preferred.
• Strong data entry skills with high attention to detail.
• Clear and professional written and verbal communication skills.

Responsibilities

• Process forms and perform transactions like rollovers and internal transfers.
• Provide client-driven solutions that comply with IRS requirements.
• Conduct audits of account activity to ensure regulatory compliance.

Skills

Data entry

Communication

Attention to detail

Problem solving

Education

High School Diploma/GED

Bachelor's degree in finance or related field

Tools

CRM software

Microsoft Office Suite

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Revolution Technologies

Senior Technology Recruiter @ Revolution Technologies | Connecting Extraordinary Talent

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

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

8 Weeks of Training on-site and then will work a hybrid schedule of 3 days WFH and 2 days on-site after training. Laptop provided.

Work Schedule:

The worker can choose either 8:30am-5:30pm or 9am-6pm

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

Interview Information:

Interviews will likely be conducted over Zoom.

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. **All candidates will complete an alpha-numeric data entry assessment prior to submittal. 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 a 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.
• Should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.

Education: Minimum of a High School Diploma/GED completed, bachelor's degree is highly preferred

Required Skills:

ALPHA-NUMERIC

ALPHA-NUMERIC DATA ENTRY

AUDITS

DATA ENTRY

FINANCE

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Accounting/Auditing and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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