What is this?

This is a customer service position primarily responsible for phone and email communication with participants and plan sponsors. Providing excellent customer service in answering all inquiries is critical. This position is also responsible for processing participant distribution requests.

1. Respond to participant inquiries via phone, fax and email or in person.
2. Respond to plan sponsor inquiries via phone, fax and email.
3. Respond to requests for missing information on participant data.
4. Resolve participant and plan sponsor website login issues.
5. Develop and maintain excellent customer relationships with plan sponsors.
6. Process participant distribution requests timely and accurately.
7. Notify plan sponsors of late payroll deposits.
8. Attend and assist with company wide client functions as required.
9. Other duties as assigned.

1. Proven strong verbal and written communication skills
2. Strong time management and organizational skills
3. Capable of multi-tasking, while maintaining focus and attention to details
4. Good working knowledge of 401(k) retirement plans

Internal – Daily contact with Administration, Operations and Investments

External – Daily contact with plan sponsors, clients, plan participants

Local Trust company established in 1981 is seeking a mature and responsible Retirement Plan Services representative to provide quality and confidential customer service to its clients.

In the performance of their respective tasks and duties the employee hired will be expected to conform to the following:

1. Perform quality work within deadlines with or without supervision
2. Interact professionally with other employees, customers and suppliers.
3. Work effectively as a team contributor on all assignments.
4. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Physical requirements for positions include: arm and hand steadiness and finger dexterity enough to use a keyboard and telephone; occasional lifting up to 25 pounds; may be subject to walking, standing, sitting, and reaching; and vision, speech, and hearing sufficient to perform the essential tasks. Any physical restrictions should be discussed or noted within the interview process.

• Resumes must be in .doc format – pdf and txt versions will not be accepted.
• The resume must clearly reflect your skills and be free of any spelling errors or punctuation errors.
• An Associate’s degree is required or you must have at least 3 years of professionally related work experience.
• Experience must be business professional experience – we do not handle any industrial or general labor positions
• Your work history does not include a string of employment. A string is considered to be multiple consecutive employers where the tenure was for a year or less.