Transaction Coordinator

The Retirement Advantage, Inc. (TRA); United States; Remote; USD 42,000 - 64,000; Full time

Job summary

The Retirement Advantage, Inc. (TRA) is seeking a remote processing professional to monitor queues, perform daily transactions, and ensure compliance with IRS and ERISA guidelines as well as plan documents.

You will process Tier II transactions, mentor Level I TCs, and serve as PPAs for providers while maintaining quality and meeting production goals in a collaborative team environment.

Qualifications

• One year of related experience or equivalent training.
• Customer service experience required.
• Strong verbal and written communication skills.
• Proficient in Microsoft Office and basic math.
• Ability to work with colleagues at all knowledge levels.
• Excellent organizational and problem-solving abilities.

Responsibilities

• Process Tier II transactions as needed.
• Mentor Level I TCs and assist with training.
• Serve as PPAs for providers and keep procedures updated.
• Maintain high quality work and production goals, both individually and in a team.
• Communicate with Plan Sponsors, Plan Advisors, Plan Providers, and internal staff.
• Stay current on procedures, laws, and related changes.
• Participate in key projects as assigned.
• Uphold TRA’s corporate citizenship and reputation.

Skills

Experience (1 year)

Customer service

Communication skills

Microsoft Office

Basic math

Teamwork / collaboration

Organizational skills

Problem solving

Education

Experience-related training

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

• 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 TRA’s 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