Employee Fiduciary

Participant Support Specialist

Employee Fiduciary

full-time

Posted on:

Location Type: Office

Location: Mobile • Alabama • United States

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About the role

  • Answers incoming calls and manages incoming emails.
  • Answers participant inquiries by clarifying desired information; researching, locating, and providing information.
  • Routes non-participant inquiries to the appropriate party.
  • Follows policies and procedures set forth by the company

Requirements

  • Ability to manage multi-line phone system
  • Ability to use general office equipment including computer keyboard by touch, voice mail system, copy machine, and printers
  • A working knowledge of Microsoft Office software
  • Ability to learn and maintain a working knowledge of Pension Pal software
  • Effective communications skills with ability to handle difficult people or situations
  • Ability to learn and understand company processes, procedures and standards
  • Ability to handle multiple tasks effectively
  • Ability to proficiently read, write and communicate clearly in English
  • Ability to interact cordially and productively with all company employees
  • General business, accounting or finance degree preferred.
  • Two years related work experience and accounting classes may be substituted for degree.
  • Prior experience with Relius or similar software is a plus.
Benefits
  • medical
  • dental
  • vision
  • group life
  • 401(k)
  • FSA
  • vacation pay
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
multi-line phone systemMicrosoft OfficePension Pal softwareRelius softwaregeneral office equipment
Soft Skills
effective communicationability to handle difficult situationsability to manage multiple tasksinterpersonal skillsability to learn company processes
Certifications
general business degreeaccounting degreefinance degree