TruStage

Retirement Plan Payroll Consultant I

TruStage

full-time

Posted on:

Origin:  • 🇺🇸 United States • Wisconsin

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Salary

💰 $62,000 - $93,000 per year

Job Level

Mid-LevelSenior

About the role

  • Provide expertise and guidance in the reporting of payroll information for several different retirement plan types
  • Act as an advocate for all TruStage clients representing their needs by listening to their concerns
  • Create an environment of excellent customer service with external and internal clients
  • Meet or exceed the written Service Level we state to our clients and providing timely assistance to help support our clients
  • Serve as help to external clients and internal colleagues in a clear and positive manner
  • Provide face to face assistance on camera daily during conference calls and team meetings
  • Share knowledge and provide feedback to continue efficiencies within the role
  • Continue to learn with a positive attitude and know when to ask for help
  • The ability to multi-task in handling several phone calls, email correspondence, meetings, and system capabilities
  • Meet deadlines by coming to work timely and strong work ethic
  • The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time

Requirements

  • Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience
  • 4 years of retirement plan experience
  • Demonstrated knowledge of retirement plan administration concepts, policies and procedures
  • Demonstration of effective presentation, oral and written communication skills
  • Demonstration of effective interpersonal and customer focused skills
  • Demonstration of effective analytical, organizational and planning skills
  • Demonstration of effective leadership skills
  • Completed RPF
  • Complete DC-1 and DC-2 to achieve QKA
  • A resume is required to apply