Start date - May 18th Pay rate - 23/h Contract - 6 months+ There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.

If your skills, experience, and qualifications match those in this job overview, do not delay your application.

8 Weeks of Training on-site and hybrid schedule of 3 days in office 2 days WFH after training Laptop provided. Job Summary: This person will be responsible for supporting the Retirement Plan Services department. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all). Job Duties: Answers and responds to email inquiries regarding issues Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements Interprets rules and regulations by applying retirement plan knowledge Conducts audits of account activity to ensure transactions meet regulatory compliance Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training Communicates, researches and resolves issues with other internal departments Reviews daily reports of individual productivity to evaluate personal performance Work Schedule: The worker can choose either 8:30am-5:30pm or 9am-6pm Interview Information: Interviews will be conducted over Zoom. Skills: Must Haves At least 2 years of experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience. Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred Experience working in a call center environment preferred Strong data entry skills with a high attention to detail. Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times Professional demeanor Ability to navigate through several different systems at once, using a dual monitors Proficient with Microsoft Office Suite- Excel, Outlook, Word Quick learner / ability to learn and apply different processes simultaneously Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers. Please ensure screen this out with candidate references. xywuqvp The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season. Education: Bachelor's Degree