Retirement Specialist/401K Specialist

Job Description

We are excited to bring on a Retirement/401K Specialist to This will be a remote, work from home opportunity.

What HM is looking for:

Retirement plans, Life Insurance candidates first priority. 

Data Entry consultants with good excel skills and financial / Banking /Life Insurance side with Retirement plans understanding, Annuities etc.

CORE INFORMATION

GENERAL PURPOSE OF JOB

• This position will perform and deliver on highly routine work for his/her assigned area(s) of responsibility in accordance with established procedures/guidelines.
• S/he will be responsible for reviewing, researching and processing highly routine retirement plan administration transactions.

DUTIES AND RESPONSIBILITIES

• Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Delivers highly routine work and provides general information, in accordance with established procedures and guidelines, in a timely manner and

meets deadlines appropriately.

• Performs basic task/transactions related to common programs and services by acquiring core knowledge required for the role.
• Meets or exceeds departmental quality and service standards.
• Works overtime as needed.
• Processes assigned highly routine transactions including but not limited to enrollments, contributions and distributions in accordance with
• established procedures and guidelines, in a timely manner and meeting departmental quality/production standards.
• Monitors incoming work queue and ensures items are completed in a timely manner.
• Provides feedback to team members if changes are needed in the process.
• Provides highly routine technical retirement plan information to internal and/or external stakeholders, recognizes what needs to be done to meet
• customer needs and demonstrates flexibility and responsiveness to meet customer needs.
• Ensures the accuracy and completeness of submitted information.
• Escalates issues/concerns to more senior team members and/or management.
• Maintains plan sponsor and participant data confidentiality.

ADDITIONAL POSITION RESPONSIBILITIES

• Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
• Remains current in profession and industry trends.
• Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
• Performs other duties as required.

MATHEMATICAL SKILLS:

• Works with mathematical concepts such as addition, subtraction, multiplication, division, averages and/or variances.

OTHER SKILLS AND ABILITIES

• Ability to perform repetitive tasks while maintaining speed of work, accuracy and attention to detail without loss to productivity.
• Ability to perform under stress in cases of emergency, critical or hazardous situations.
• Ability to work with others in a team environment.
• Demonstrates ability to work in a fast-paced environment.
• Demonstrates interpersonal skills with a collaborative style.
• Demonstrates organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.).
• Demonstrates the ability to use sound judgment and discretion regarding confidential information.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Successfully completes regulatory and job training requirements.

Qualifications

• Assist our new business enrollments team in reviewing received customer census files, scrubbing for all required information, and formatting for ingestion into our systems.

Intermediates excel proficiency is a requirement.

Additional Information

All your information will be kept confidential according to EEO guidelines.