Retirement Implementation Specialist Tier 1

Job details Salary $18 – $21 an hour Job Type Full-time Number of hires for this role 2 Qualifications

Full Job Description

Retirement Implementation Specialist – Tier 1
Implementation Department

Job Description

Full-time position bridging the implementation of retirement start-up plans from the Business Development team to the Relationship Manager. Regularly working 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth. This position is full time, hourly and nonexempt.

Duties

• Complete the implementation of all retirement start-up plans coordinating directly with the client/broker/vendor during the implementation process
• Gather all necessary documentation: Review and verify for compliance and operational accuracy, audit plan design for inefficiencies
• Understand and proficiently apply relevant laws and regulations to clients’ benefit plans
• Interact with plan sponsors, advisors/brokers, investment providers and previous TPA
• Coordinate asset transfers between old vendors if necessary
• Track communication, documents and data during plan set-up
• Manage workload and client communications for multiple clients being on-boarded simultaneously
• Learn and keep current on laws and regulations governing retirement plans through training and education
• Coordinate external client and internal NBS department and team trainings
• Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Vice President

Qualifications

• Have strong interpersonal skills which project a friendly, knowledgeable custom service approach
• Have excellent customer relations skills and the ability to foster and
  maintain effective relationships
• Be professional and articulate in both verbal and written communication
• Obtain and keep current on appropriate industry certifications
• Have strong computer skills including typing, 10-key, and proficiency in Microsoft Word, Outlook, Excel and Adobe
• Ability to learn new software and processes quickly
• Ability to pay attention to detail and accuracy of work; maintain an organized approach to duties and responsibilities
• Be highly motivated, hardworking and have a positive attitude
• Be well-organized, self-motivated, and have the ability to prioritize tasks and meet deadlines
• Ability to resolve conflicts and work well within a team

Education and Experience – Bachelor’s degree or work equivalent preferred. RPF, TGPC-1 or DC-1 preferred. Retirement industry experience preferred.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

Job Type: Full-time

Pay: $18.00 – $21.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Bachelor’s (Preferred)

Experience:

• Benefit Administration: 1 year (Preferred)

Work Location: Remote