Location: Southfield, MI/Hybrid
Duration: 6 months with possible contract to Hire
Description:
This person will be responsible for supporting the Retirement Plan Services department with Client.
The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).
Job Duties:
Answers and responds to email inquiries regarding issues
Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
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
Skills: Must Haves
At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred.
If they are a recent graduate, they must be able to quickly learn the basics within the retirement planning industry.
Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred
Experience working in a call center environment preferred
Strong data entry skills with a high attention to detail.
Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
Professional demeanor
Ability to navigate through several different systems at once, using a dual monitors
Proficient with Microsoft Office Suite- Excel, Outlook, Word
Quick learner / ability to learn and apply different processes simultaneously
Education:
Minimum of a High School Diploma/GED completed, Bachelor's Degree is highly preferred
Languages:
English Read Write Speak
Skills Required:
ALPHA-NUMERIC
ALPHA-NUMERIC DATA ENTRY
AUDITS
DATA ENTRY
FINANCE
Additional Skills:
FINANCIAL SERVICES
MICROSOFT OFFICE
NUMERIC DATA ENTRY
REGULATORY COMPLIANCE
TRAINING
AUDIT
EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS
Minimum Degree Required:
Completed High School (Diploma or GED)
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.