Retirement Plan Services Associate

About the role

This person will be responsible for supporting the Retirement Plan Services department with our financial services client. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and some phone work will be required based on potential. This is a Contract to Hire position based out of Southfield, MI, hybrid workplace.

Responsibilities

• Answers and responds to email inquiries regarding issues
• Processes forms and performs basic transactions, such as handling roll overs and internal transfers
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
• Interprets rules and regulations by applying retirement plan knowledge
• Conducts audits of account activity to ensure transactions meet regulatory compliance
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
• Communicates, researches and resolves issues with other internal departments
• Reviews daily reports of individual productivity to evaluate personal performance

Schedule

Work Schedule: 8:30 AM- 5:00 PM local time

Pay

The pay range for this position is $23.00 - $23.00/hr.

Benefits

If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.