Retirement Plan Services Associate

WillHire; Saint Petersburg (FL); On-site; USD 24,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Raymond James is seeking a Retirement Plan Services assistant to support processing forms, rollovers, and transfers. You will respond to client emails and resolve issues with accuracy and IRS compliance.

The role requires experience in financial services or a recent finance graduate, familiarity with CRM, and strong data entry skills on dual monitors. Excellent communication and reliability are essential.

Qualifications

• Minimum 2 years in financial services, retirement planning preferred.
• CRM experience is preferred.
• Call center experience is preferred.
• High data entry speed with accuracy (5500 KPH, ≥85%).
• Strong written and verbal communication; professional demeanor.

Responsibilities

• Answer and respond to email inquiries regarding issues.
• Process forms and basic transactions (rollovers, internal transfers).
• Diagnose issues and provide client-focused solutions compliant with IRS rules.
• Interpret retirement plan rules and regulations.
• Audit account activity for regulatory compliance.

Skills

CRM experience

Call center exp

Data entry speed

MS Office

Attention to detail

Communication skills

Education

High School Diploma/GED

Bachelor's degree in finance or related field

Tools

CRM software

Dual monitor setup

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