Retirement Plan Services Associate (Hybrid- 3 days onsite)

Noblesoft Solutions; Memphis (TN); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Noblesoft Solutions in Memphis, TN is seeking a Retirement Plan Services Associate to support the retirement plan department. The role focuses on processing forms, handling rollovers and internal transfers, and performing phone work as needed in a hybrid on-site/remote setup.

The candidate will review inquiries, ensure regulatory compliance, and coordinate with other departments. A background in financial services or a finance degree with strong data entry, CRM familiarity, and proficient MS

Qualifications

• At least 2 years of RECENT experience within financial services or recent finance degree with some work experience is preferred.
• CRM experience is preferred.
• Call center experience is preferred.
• Strong data entry skills with high accuracy; alpha-numeric data entry assessment required with scores at least 5500 KPH and 85% accuracy.
• Clear written and verbal communication skills; grammar and spelling must be precise.
• Ability to navigate multiple systems with dual monitors.
• Proficient with Microsoft Office Suite (Excel, Outlook, Word).
• Reliable attendance with minimal tardiness is required.

Responsibilities

• Answers and responds to email inquiries regarding issues.
• Processes forms and basic transactions, such as handling rollovers and internal transfers.
• Accurately diagnoses issues and provides client-driven solutions that meet regulatory requirements.
• Interprets retirement plan rules and regulations.
• Conducts audits of account activity to ensure regulatory compliance.
• Reviews client requests for corrections and guides branch personnel on resolution.
• Maintains knowledge of retirement plan rules via resources and training.
• Communicates with other internal departments to resolve issues.

Skills

Financial services experience

Retirement planning knowledge

CRM software experience

Call center experience

Data entry accuracy

Microsoft Office

Communication skills

Multi-system navigation

Data entry assessment

Reliability attendance

Education

Bachelor's degree in finance or related field

Tools

CRM software

Microsoft Excel

Outlook

Word

Job description

Job Title: Retirement Plan Services Associate

Location: Southfield, Michigan or Memphis, Tennessee, St. Petersburg, FL (Hybrid)

Duration : Long Term

IMPORTANT- Candidates local to Southfield, Michigan or Memphis, Tennessee, St. Petersburg, FL

There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.

8 Weeks of Training on-site and hybrid schedule of 3 days in office 2 days WFH

Job Summary: This person will be responsible for supporting the Retirement Plan Services department with Client. 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.

Job Duties:

• 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

Skills:

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. **Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.
• 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.