Transaction Coordinator

The Retirement Advantage; United States; Remote; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking an entry-level professional for a remote position. This role involves actively monitoring processing queues and performing daily transactions within a collaborative team environment. You'll be responsible for ensuring compliance with IRS and ERISA guidelines while maintaining high standards of quality work. The ideal candidate will possess strong communication skills and the ability to work effectively with diverse teams. Join a company committed to excellence and make a meaningful impact in the communities served.

Qualifications

• One year of related experience or equivalent combination of experience and knowledge.
• Strong verbal and written communication skills are essential.

Responsibilities

• Process Tier II transactions and mentor Level I TCs.
• Ensure compliance with IRS & ERISA guidelines.

Skills

Verbal Communication

Written Communication

Organizational Skills

Problem-Solving Skills

Microsoft Office

Education

One year of related experience

Higher Education

Job description

Job Location

Can be done remotely in the US, RMT.

Job Level

Entry Level (less than 2 years).

Position Overview

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

Experience and Skills

Responsibilities:

• Process Tier II transactions, including Tier I transactions as needed.
• Mentor Level I TCs, assisting with training as needed.
• Serve as PPA for preferred providers, keeping procedures updated for these providers to ensure internal efficiency and high-quality service for our clients.
• Maintain high standards of quality work and meet production goals, both individually and as a team.
• Communicate effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff.
• Stay current on procedures, laws, and other factors impacting processing.
• Participate in key projects as assigned.
• Demonstrate outstanding TRA corporate citizenship, maintaining TRA’s reputation in the communities we serve.
• Perform other job-related duties or special projects as required.

Qualifications:

• One year of related experience, higher education, or an equivalent combination of experience and knowledge.
• Strong verbal and written communication skills.
• Knowledge of Microsoft Office programs and basic math skills.
• Ability to work effectively 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 in a fast-paced environment.

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