Opportunity Description
**What You'll Do**
Perform calculations and process a variety of transactions to develop, update, and maintain detailed computerized retirement plan records for customers. Ensure all activities are completed with a high degree of precision, within established timelines, and in compliance with rigorous quality standards and regulatory requirements.
+ Perform calculations and process transactions to establish and maintain accurate computerized retirement plan records for customers, ensuring compliance with established timing and ality standards.
+ Review and analyze both internal and external correspondence to determine the appropriate course of action, seeking assistance when necessary.
+ Assist in the training, leadership, and professional development of team members, offering expertise and support for problem-solving, and assisting with procedural updates.
+ Communicate in writing with customers regarding record-keeping needs and routine employee data, inclu...
Perform calculations and process a variety of transactions to develop, update, and maintain detailed computerized retirement plan records for customers. Ensure all activities are completed with a high degree of precision, within established timelines, and in compliance with rigorous quality standards and regulatory requirements.
+ Perform calculations and process transactions to establish and maintain accurate computerized retirement plan records for customers, ensuring compliance with established timing and ality standards.
+ Review and analyze both internal and external correspondence to determine the appropriate course of action, seeking assistance when necessary.
+ Assist in the training, leadership, and professional development of team members, offering expertise and support for problem-solving, and assisting with procedural updates.
+ Communicate in writing with customers regarding record-keeping needs and routine employee data, inclu...
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