Job Description:
• Become proficient in retirement plan and flexible benefit plan contribution remittance processing to accurately allocate employee withholdings
• Process contributions with first with accuracy then with speed while maintaining accuracy
• Willingness to cross-train and expand skills and knowledge
• Maintain appropriate documentation of all client interactions
• Attend team, department, and company trainings
• Learn and apply applicable IRS code and DOL regulations applicable to retirement and flexible benefit plans (as appropriate)
• Reconcile payment amount and documentation
• Coordinate with Relationship Managers, Resolution Teams, Accounting, and other internal teams to resolve problems relating to information or payments
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Contribute to a positive, friendly, and helpful team environment
• Complete other projects as assigned by Team Lead, Supervisor, Director, or Vice President
Requirements:
• Be professional and articulate in both verbal and written communication
• Ability to assume responsibility and accountability for excellent service
• Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Will be required to meet production and accuracy levels
• Be personable, highly motivated, hardworking and have a positive attitude
• Ability to resolve conflict
• Highly attentive to detail and accuracy
• Have strong computer skills including: Typing, 10-key, Microsoft Word, Microsoft Outlook, Microsoft Teams, Microsoft Excel
• Experience with manipulating spreadsheets for file comparison and data import
• Ability to work well within a team
• Ability to quickly learn new systems and software applications
Benefits:
• Fully remote
• Part-time position
• Hourly and nonexempt