Retirement Plan Specialist — Hybrid Training

SGS Technologie; Memphis (TN); Hybrid; USD 34,000 - 52,000; Full time

Benefits offered by this job

Laptop provided

Hybrid work schedule

8 weeks on-site training

Potential full-time conversion

Job summary

SGS Technologies seeks a detail-oriented assistant to support the Retirement Plan Services department. The role involves processing forms, handling rollovers, internal transfers and death certificates, with limited phone work.

After an 8-week on-site training, a hybrid schedule (3 days remote, 2 days on-site) applies. Local candidates in Memphis or Southfield preferred; US work authorization required; laptop provided.

Qualifications

• Minimum of a High School Diploma/GED completed; Bachelor's Degree is highly preferred.
• Experience in financial services or retirement planning is a plus.
• Proficiency with CRM software and Microsoft Office applications.

Responsibilities

• Answers and responds to email inquiries regarding issues.
• Processes forms and basic transactions such as rollovers and transfers.
• Ensures regulatory compliance and assists with IRS-related rules.
• Performs account activity audits and supports branch personnel.
• Reviews client requests for corrections and provides guidance.
• Maintains knowledge of retirement plan rules through training and resources.
• Tracks daily productivity and contributes to performance improvements.

Skills

CRM software

Data entry

Written and verbal communication

Excel

Outlook

Word

Call center experience

Attention to detail

Reliability

Education

High School Diploma or GED

Bachelor's Degree preferred

Tools

CRM software

Job description

SGS Technologies seeks a detail-oriented assistant to support the Retirement Plan Services department. The role involves processing forms, handling rollovers, internal transfers and death certificates, with limited phone work.

After an 8-week on-site training, a hybrid schedule (3 days remote, 2 days on-site) applies. Local candidates in Memphis or Southfield preferred; US work authorization required; laptop provided.