Transaction Coordinator

The Retirement Advantage, Inc. (TRA); Indiana (PA); Remote; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Transaction Coordinator to join their remote team. In this role, you will actively monitor processing queues and ensure compliance with IRS and ERISA guidelines. Your responsibilities will include mentoring junior team members, maintaining high-quality service standards, and effectively communicating with various stakeholders. This position offers a unique opportunity to contribute to key projects while upholding the company's reputation in the community. If you're organized, proactive, and thrive in a fast-paced environment, this role is perfect for you.

Qualifications

• One year of related experience or higher education in a relevant field.
• Strong customer service and communication skills required.

Responsibilities

• Monitor processing queues and perform daily transactions.
• Mentor Level I team coordinators and assist with training.

Skills

Customer Service

Verbal Communication

Written Communication

Organizational Skills

Problem Solving

Education

One year of related experience

Higher education

Tools

Microsoft Office

Job description

Job Description

• Remote Position.
  
  

Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.

Responsibilities

Required Experience:

• Process Tier II transactions, which includes Tier I transactions as needed
• Mentor Level I TCs, assisting with training as needed
• Serve as PPAs for preferred providers, keeping procedures updated for these providers ensuring both internal efficiency and high quality service for our clients
• Maintain high standard of quality work and production goals, both individually and as a team
• Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff
• Keeps current on procedures, laws, and other facets that may impact processing
• Participation in key projects as assigned
• Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch
• Perform other job related duties or special projects as required
  
  

Qualifications

• One year of related experience, higher education, or any equivalent combination of experience and knowledge
• Customer service experience
• Strong verbal and written communication skills
• Knowledge of Microsoft office programs and basic math skills
• Must be engaged and able to work with people at all knowledge levels
• Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
  
  

Keyword: Transaction Coordinator