Retirement Operations Specialist — Fast-Paced, Impactful

TEKsystems; King of Prussia (PA); Hybrid; USD 28,930,000 - 39,950,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

Time Off/Leave

Job summary

TEKsystems is seeking a detail-oriented professional to process distributions and loans from retirement plans in a fast-paced, hybrid King of Prussia environment. You will handle time-sensitive tickets, verify information via calls, and document outcomes in Jira, while ensuring regulatory compliance and high-quality service.

The role emphasizes strong communication, organizational skills, and a willingness to learn and grow within retirement services, with a supportive team and coaching

Qualifications

• Strong verbal and written communication skills for participant outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.

Responsibilities

• Process participant requests for distributions and loans from retirement plans accurately and efficiently.
• Adhere to company procedures, regulatory requirements, and quality standards during all transactions.
• Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
• Make outbound calls to participants to verify information or clarify details related to requests.
• Send professional, concise emails to participants to gather required supporting documentation.
• Accurately document participant interactions and outcomes within Jira and other tracking systems.
• Collaborate with team members to improve workflows and ensure participant satisfaction.
• Be open to coaching and continuously strive for improvement in skills and knowledge.

Skills

communication

organization

learnability

high-volume

Job description

TEKsystems is seeking a detail-oriented professional to process distributions and loans from retirement plans in a fast-paced, hybrid King of Prussia environment. You will handle time-sensitive tickets, verify information via calls, and document outcomes in Jira, while ensuring regulatory compliance and high-quality service.

The role emphasizes strong communication, organizational skills, and a willingness to learn and grow within retirement services, with a supportive team and coaching