Retirement Plan Services Associate

Raymond James; Saint Petersburg (FL); On-site; USD 2,376,000 - 3,168,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Raymond James is seeking a team member to support the Retirement Plan Services department. The role focuses on processing forms and basic transactions (rollovers, internal transfers) with some required phone work to assist clients.

The candidate should have 2+ years in financial services or a finance degree with related experience, CRM familiarity, and strong data entry skills (5500 KPH, 85% accuracy). Proficiency in Microsoft Office is essential.

Qualifications

• Minimum 2 years in financial services or a recent finance graduate with some experience
• CRM experience preferred
• Call center experience preferred
• High attention to detail with 5500 KPH and 85% accuracy
• Strong written and verbal communication and professional demeanor
• Ability to navigate multiple systems with dual monitors

Responsibilities

• Answers and responds to email inquiries regarding issues
• Processes forms and performs basic transactions like rollovers and internal transfers
• Diagnoses issues and provides client-driven solutions meeting IRS regulations
• Interprets retirement plan rules and regulations
• Conducts audits of account activity for regulatory compliance
• Reviews client requests for corrections and guides branch personnel on actions
• Maintains retirement plan knowledge through resources and training
• Resolves issues with internal departments
• Monitors daily productivity reports to evaluate performance

Skills

Data entry

CRM experience

Call center experience

Attention to detail

Microsoft Office

Education

Bachelor's degree in finance or related field

High School Diploma/GED

Tools

CRM software

Microsoft Excel

Outlook/Word

Job description

Job Summary

This person will be responsible for supporting the Retirement Plan Services department with Raymond James. The majority of their role will involve processing forms and performing basic transactions, such as handling rollovers, internal transfers, and some phone work will be required based on potential.

Essential Duties And Responsibilities

• Answers and responds to email inquiries regarding issues
• Processes forms and performs basic transactions, such as handling rollovers 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 provides 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

Knowledge, Skills, And Abilities

• At least 2 years of recent experience within the financial services, ideally the retirement planning industry, OR a recent graduate with a Bachelor's degree in finance or a related field and some professional work experience
• Experience using a CRM (Customer Relationship Management software) is preferred
• Experience working in a call center environment is preferred
• Strong data entry skills with a high attention to detail (Qualifying scores must be at least 5500 KPH with at least 85% accuracy)
• Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
• Professional demeanor
• Ability to navigate through several different systems at once, using dual monitors
• Proficient with Microsoft Office Suite (Excel, Outlook, Word)
• Quick learner with the ability to learn and apply different processes simultaneously
• Proven reliability with zero to minimal issues with attendance or tardiness
• Minimum of a High School Diploma/GED completed; Bachelor's Degree is highly preferred

This is the pay range that Magnit reasonably expects to pay for this position: $17.25/hour - $23.00/hour

Benefits

• Medical
• Dental
• Vision
• 401K