Customer Care Representative – SHP Operations
Sharp HealthCare
Retirement Plan Support Specialist
NBT Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois, New Hampshire, New York, Ohio, South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $19 - $26 per hour
Job Level
Junior
About the role
- Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for clients.
- Communicate directly with internal teams in the above capacity.
- Prepare Trust Accountings, Reconcile Financial Data, and Import Data.
- Publish Form 5500 for client signature, and 8955-SSA.
- Complete of Form 1099R and 5558.
- Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
- Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan.
- Administrative Processing Distributions, Hardships, Loans etc.
Requirements
- Associate degree and one (1) year related experience or an equivalent combination of education and experience.
- Ability to read and interpret documents such as procedure manuals and technical procedures.
- Ability to write routine reports and correspondence.
- Ability to communicate effectively with both internal and external contacts.
- Ability to prepare excel spreadsheets, reconcile numbers, and analyze financial data.
- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager.
Benefits
- Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
- Parental Leave: Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage: Ensuring your overall health and well-being.
- Flexible Spending Accounts: For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits: Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance: Supporting your growing family.
- Tuition Reimbursement: Invest in your education and career growth.
- Employee Assistance Program (EAP): Access to support and resources.
- Financial and Banking Services: Various benefits and financial planning assistance.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial data reconciliationdata importForm 5500 preparationForm 8955-SSA preparationForm 1099R completionForm 5558 completionForm 5330 preparationemployee census file generationadministrative processing of distributionsproblem-solving
Soft skills
effective communicationreport writinginterpretation of documentsanalytical skillsattention to detailorganizational skillscollaborationadaptabilitytime managementcritical thinking
