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About the role
Key responsibilities & impact- Implement, track, monitor, and maintain client non-qualified benefit plan accounts
- Responsible for understanding daily workflow processes required for client plans
- Facilitate daily transactional activity with the Trustee and trading desk
- Serve as the escalation point for participant call center inquiries, ensuring accuracy of plan recordkeeping
Requirements
What you’ll need- Bachelor’s degree in a business related field or industry experience
- 2+ years’ experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe
- Ability to work under pressure in a fast-paced environment
Benefits
Comp & perks- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefit plan managementrecordkeepingtransaction processingdata analysisworkflow management
Soft Skills
communicationproblem-solvingattention to detailtime managementability to work under pressure
