Retirement Specialist

Essential Job Functions

• Download and format the deferral feedback files from Empower.
• Import and review the deferral feedback into Quantum.
• Utilize Qlik to review the deferral feedback import results.
• Download and format the loan feedback file from Empower.
• Review the loan feedback data entry to ensure accuracy.
• Develop weekly metrics reporting provided to VP, Retirement Plan Services.
• Develop monthly metrics reporting provided to VP, Retirement Plan Services.
• Receive, review and provide the onboarding adopter status log to CoAdvantage Implementation.
• Review, submit and invoice document amendments.
• Update Quantum, if necessary, for plan amendments.
• Discuss allocation requests with clients and submit the requests to Empower for completion.
• Review and invoice for allocation requests completed by Empower.
• Cover Empower reporting and enter new adopters into Quantum once available.
• Monitor new hire, rehire and employee termination events in conjunction with plan rules.
• Takes incoming phone calls from all client companies and providers. Reacts within specified time frames to all customer inquiries and maintains superior client relationships.
• Conducts complete investigation into potential errors and plan administration issues. Documents appropriately and makes recommendations about necessary actions to be taken.
• Responds to client, employee and provider inquiries related to retirement benefit programs.
• Manage online enrollment portal.
• Work closely with Client Services team to build and maintain strong customer relationships and deliver ongoing superior service.
• Proactively recommends changes to operating procedures to maximize accuracy and productivity.
• Escalates issues/concerns/special requests to Senior Director.
• Establish and maintain effective working relationships with area staff, management and clients.
• Performs other duties and special projects as assigned.

Required Skills and Experience

• Strong analytical and problem-solving abilities.
• Advanced knowledge of Excel and ability to quickly learn new software applications.
• Excellent verbal and written communication skills.
• Excellent customer relationship and interpersonal skills.
• Experience working in an environment where payrolls/benefits are processed daily (a plus).
• Strong organizational skills.
• Knowledge of word processing and spreadsheet applications.
• Good time management.
• Excellent attention to detail.
• Works well in a team environment.
• Able to maintain confidential information.

Required Education and Professional Licensing/Certification

• A high school diploma or equivalent.