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Transaction Processor, Retirement Department

Company: National Benefit Services, LLC
Location: West Jordan
Posted on: May 3, 2021

Job Description:

Job Description

Full-time position in administration of retirement plans, working 8:00 a.m. to 5:00 p.m., Monday through Friday. This position isfull-time, hourly and nonexempt.

Duties

  • Assist relationship managers in managing retirement plans
  • Process loans, hardship withdrawals, and distributions
  • Track communication, documents and data
  • Support relationship managers in performing regulatory compliance functions
  • Accurately allocate employee withholdings from client companies
  • Reconcile payment amount and documentation
  • Coordinate with internal relationship managers to resolve problems relating to information or payments
  • Maintain understanding of applicable rules, regulations, and polices governingretirement plans
  • Manage multiple tasks, projects, and deadlines at the same time
  • Must meet or exceed required level of key performance indicators (KPIs) in all measured areas
  • Complete other projects as assigned by supervisor or vice president

Qualifications

  • Have excellent customer service skills
  • Be proficient with Microsoft Office Suite and advanced knowledge of Excel.
  • Have experience with manipulating spreadsheets for file comparison and data import
  • Be professional and articulate in both verbal and written communication
  • Abilityto learn quickly
  • Have experience with programming and/or automation is beneficial, but not required
  • Be highly attentive to detail and accuracy
  • Ability to organize and prioritize tasks is essential
  • Ability to meet deadlines
  • Ability to work well within a team

Education and Experience - Bachelor's degree or equivalent work experienceis 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.

All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, gender identity or expression, affectional or sexual orientation, disability, nationality or sex.

Keywords: National Benefit Services, LLC, West Jordan , Transaction Processor, Retirement Department, Other , West Jordan, Utah

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