Retirement Plan Services Associate

Revolution Technologies; Saint Petersburg (FL); On-site; USD 26,139 - 37,229; Full time

Job summary

Revolution Technologies in Florida is seeking a candidate to support the Retirement Plan Services department. The role focuses on processing forms, handling roll-overs and internal transfers, and occasional phone work. Strong communication and data-entry skills are essential.

The position requires familiarity with retirement plan rules, IRS regulations, and CRM systems. Attendance reliability is important, as is the ability to work across multiple systems with dual monitors.

Qualifications

• At least 2 years of recent experience in financial services retirement planning OR recent graduate with finance degree and some professional work experience.
• Experience using a CRM- Customer Relationship Management software is preferred
• Experience working in a call center environment preferred
• Strong data entry skills with a high attention to detail.
• 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
• The candidates submitted should not have any upcoming need for time off during the first few months of their assignment due to this being their busy season.

Responsibilities

• Answers and responds to email inquiries regarding issues
• Processes forms and performs basic transactions, such as handling roll overs and internal transfers
• 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

Skills

Data entry

Written communication

Verbal communication

Call center experience

Reliability

Education

High School Diploma/GED

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Opportunity for extension or conversion to FTE

Pay rate - 23/h on W2

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 some phone work will be required based on potential.

• Answers and responds to email inquiries regarding issues
• Processes forms and performs basic transactions, such as handling roll overs and internal transfers
• 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:

8:30 AM- 5:00 PM local time

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.
• 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.
• The 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.

Education

Minimum of a High School Diploma/GED completed, Bachelor's Degree is highly preferred