Retirement Plan Support Specialist (Hybrid Training)

TEKsystems; Saint Petersburg (FL); Hybrid; USD 26,000 - 37,000; Part time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Time Off/Leave

Job summary

TEKsystems is hiring for a Contract-to-Hire role in St. Petersburg, FL, supporting the Retirement Plan Services department for Raymond James. The role focuses on processing forms, handling roll overs and internal transfers, with some phone work as needed.

Training lasts 8 weeks on-site, then a hybrid schedule (3 days in office, 2 days WFH) after training; laptop provided. Applicants should be prepared for an 8:30 AM–5:00 PM local schedule, with local Florida residency strongly preferred.

Qualifications

• Experience coordinating tasks and communicating with stakeholders.
• Ability to manage email inquiries and document handling.

Responsibilities

• Answers and responds to email inquiries regarding issues; processes forms and basic transactions.
• Diagnoses issues and provides client-facing solutions meeting IRS/regulatory requirements.
• Interprets retirement plan rules and regulations, applying knowledge accordingly.
• Conducts audits of account activity to ensure regulatory compliance.
• Reviews client requests for corrections and guides branch personnel on resolution.

Skills

project coordination

email

Job description

TEKsystems is hiring for a Contract-to-Hire role in St. Petersburg, FL, supporting the Retirement Plan Services department for Raymond James. The role focuses on processing forms, handling roll overs and internal transfers, with some phone work as needed.

Training lasts 8 weeks on-site, then a hybrid schedule (3 days in office, 2 days WFH) after training; laptop provided. Applicants should be prepared for an 8:30 AM–5:00 PM local schedule, with local Florida residency strongly preferred.