ADDITIONAL POSITION RESPONSIBILITIES
- Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
- Remains current in profession and industry trends.
- Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
- Performs other duties as required.
EDUCATION AND EXPERIENCE
- High School or GED (Minimum Required)
- No prior experience required
OTHER SKILLS AND ABILITIES
- Ability to perform repetitive tasks while maintaining speed of work, accuracy and attention to detail without loss to productivity.
- Ability to perform under stress in cases of emergency, critical or hazardous situations.
- Ability to work with others in a team environment.
- Demonstrates ability to work in a fast-paced environment.
- Demonstrates interpersonal skills with a collaborative style.
- Demonstrates organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.).
- Demonstrates the ability to use sound judgment and discretion regarding confidential information.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Successfully completes regulatory and job training requirements.
CORE INFORMATION
- This position will perform and deliver on highly routine work for his/her assigned area(s) of responsibility in accordance with established procedures/guidelines.
- S/he will be responsible for reviewing, researching and processing highly routine retirement plan administration transactions.
DUTIES AND RESPONSIBILITIES
- Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
- Delivers highly routine work and provides general information, in accordance with established procedures and guidelines, in a timely manner and
- meets deadlines appropriately.
- Performs basic task/transactions related to common programs and services by acquiring core knowledge required for the role.
- Meets or exceeds departmental quality and service standards.
- Works overtime as needed.
- Processes assigned highly routine transactions including but not limited to enrollments, contributions and distributions in accordance with
- established procedures and guidelines, in a timely manner and meeting departmental quality/production standards.
- Monitors incoming work queue and ensures items are completed in a timely manner.
- Provides feedback to team members if changes are needed in the process.
- Provides highly routine technical retirement plan information to internal and/or external stakeholders, recognizes what needs to be done to meet
- customer needs and demonstrates flexibility and responsiveness to meet customer needs.
- Ensures the accuracy and completeness of submitted information.
- Escalates issues/concerns to more senior team members and/or management.
- Maintains plan sponsor and participant data confidentiality.
