Retirement Plan Services Associate (5784)

NextPath Workforce Solutions; Saint Petersburg (FL); Hybrid; USD 29,000 - 32,000; Full time

Job summary

NextPath Workforce Solutions is seeking a Data Entry Specialist to join our client’s team in St. Petersburg, FL. This contract, hybrid position offers $21-$23 per hour, depending on experience.

The role focuses on accurate data entry, quick email responses, and basic retirement‑plan related transactions, with strict adherence to IRS and regulatory standards. CRM usage and call-center experience are a plus. Requirements include a high school diploma or GED (bachelor’s preferred), 2 years of

Qualifications

• 2 years of recent experience in financial services or a bachelor’s in finance or related field.
• Ability to quickly learn industry basics if recently graduated.
• Experience using CRM software is preferred.
• Strong data entry skills with high accuracy.

Responsibilities

• Respond promptly to email inquiries regarding issues.
• Process forms and perform basic transactions like rollovers and internal transfers.
• Diagnose issues accurately and offer client-driven solutions meeting IRS and regulatory standards.
• Interpret rules and regulations using retirement plan knowledge.
• Conduct audits of account activity to ensure compliance.
• Review client requests for corrections and advise on proper resolution.
• Maintain knowledge of retirement plan rules via ongoing training and resources.
• Communicate with internal departments to resolve issues.
• Review daily productivity reports to track personal performance.

Skills

Data entry

Attention to detail

Reliability

Call center experience

Education

Bachelor's degree in finance or related field

High school diploma or GED

Tools

CRM software

Job description

NextPath Workforce Solutions is currently seeking a Data Entry Specialist to join our client’s team in St. Petersburg, FL. This is a contract, hybrid position.

SALARY: $21-$23 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

Requirements

• Minimum of 2 years recent experience in financial services, ideally in retirement planning or related fields, OR recent graduates with a bachelor’s degree in finance or a related field and some professional experience.
• Ability to quickly learn industry basics if recently graduated.
• Experience using Customer Relationship Management (CRM) software is preferred.
• Call center experience is preferred.
• Strong data entry skills with a high level of accuracy (qualifying alpha-numeric data entry assessment score of at least 5500 KPH with 85% accuracy).
• Proven reliability with minimal attendance or tardiness issues; references should confirm this.
• High school diploma or GED required; bachelor’s degree highly preferred.

Responsibilities

• Respond promptly to email inquiries regarding issues.
• Process forms and perform basic transactions like rollovers and internal transfers.
• Diagnose issues accurately and offer client-driven solutions meeting IRS and regulatory standards.
• Interpret rules and regulations using retirement plan knowledge.
• Conduct audits of account activity to ensure compliance.
• Review client requests for corrections and advise on proper resolution.
• Maintain knowledge of retirement plan rules via ongoing training and resources.
• Communicate with internal departments to resolve issues.
• Review daily productivity reports to track personal performance.

We are an Equal Opportunity Employer.