About this role
Role Overview
- Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
- Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
- Facilitate daily transactional activity with the Trustee and trading desk.
- Serve as initial escalation point for participant call center inquiries, ensuring accuracy of plan recordkeeping and data.
Requirements
- Bachelor’s degree in a business related field or industry experience, or a combination of education and 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 very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.
Benefits
- Health insurance
- 401(k) matching