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Jobs or company...

Financial Services Administrator - Open to Entry Level! (27102)

Salary undisclosed

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Dice
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Job Description

Job Description

Financial Services Administrator (Retirement)

  • Schedule: M-F 8-5
  • Salary: $20/hour to start then $45K/year at conversion
  • Temp to hire

Responsibilities:

Customer Service

  • Respond to questions from clients and referral sources in a timely manner
  • Be an advocate for TSC in all interactions

Transaction Administration

  • Accurately interpret plan documents to determine eligibility for participant transactions (loans, distributions, etc.)
  • Intake, review, process, and complete transactions in a timely manner
  • Enter distribution information on required tracking lists and software (e.g. 1099-R, internal checklists, etc.)
  • Calculate, prepare paperwork for, and process Required Minimum Distributions

Plan Administration

  • Coordinate with other service providers (e.g. financial advisor, investment company, CPA, payroll, actuary, etc.)
  • Continually develop and increase knowledge of retirement plan rules and regulations (attend webcasts, department meetings, pursue credentials, continuing education, etc.)
  • Review team member s distributions for accuracy
  • Send required notices and distribution packages
  • Process mandatory distributions
  • Set up automatic rollovers for eligible participants
  • Assist with requests from other TSC employees

TSC 401K Development

  • Identify opportunities for improvements to our company
  • Participate in working groups to enhance TSC s work product and internal processes
  • Maintain TSC s tools and resources (e.g. company intranet, databases, etc.)
  • Contribute to changes that positively impact the organization

Perform other tasks and projects assigned

What you need to be a Retirement Plan Administration Specialist:

  • Excellent customer service
  • Ability to comprehend and explain complex information to others
  • Aptitude in accounting and math
  • Must be able to quickly address, research, and solve problems
  • Capability of meeting deadlines and manage dynamic workloads
  • Enthusiasm for learning and professional development
  • Excellent organizational skills
Company Description
Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.

Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.

Company Description

Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.\r\n \r\nOur clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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