Retirement Plan Distributions Administrative Assistant
Mand Consulting Group
full-time
Posted on:
Location Type: Remote
Location: Pennsylvania • United States
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Salary
💰 $21 - $24 per hour
About the role
- Process and report distributions from retirement plans
- Confer with customers by telephone or in person regarding retirement plan status
- Contact participants to respond to inquiries and requests and maintain records
- Prepare Immediate Distribution Packages and communicate instructions
Requirements
- Entry-level position
- Must respond professionally to all client and participant inquiries
- Must maintain quality work product
- Knowledge of retirement plan services is a plus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
professional communicationcustomer serviceinquiry responserecord maintenancequality assurance