Retirement Plan Specialist

SGS Technologie is looking for a Retirement Plan Services Associate to work with direct client at Memphis, TN / Southfield, MI / St. Petersburg, FL Contract: W2 Hybrid Candidate should be located in or near any of the three locations: Memphis, TN; Southfield, MI; St. Petersburg, FL. Job Description There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 weeks of training on-site and hybrid schedule of 3 days WFH, 2 days on-site after training. Will provide a laptop. Job Summary This person will be responsible for supporting the Retirement Plan Services department. 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. Work Schedule The worker can choose either 8:30am-5:30pm or 9am-6pm. 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. Recent graduates must be able to quickly learn the basics within the retirement planning industry. Experience using a CRM (Customer Relationship Management) software is preferred. Experience working in a call center environment is preferred. Strong data entry skills with high attention to detail. A data entry assessment is required; qualifying scores must be at least 5500 KPH with at least 85% accuracy. Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times. Ability to navigate through several different systems at once, using dual monitors. Proficient with Microsoft Office Suite – Excel, Outlook, Word. Quick learner / ability to learn and apply different processes simultaneously. Proven reliability – zero to minimal issues with attendance or tardiness with current or previous employers. Minimum of a High School Diploma/GED completed; Bachelor's Degree is highly preferred. J-18808-Ljbffr