[Remote] Retirement Plan Distributions Administrative Assistant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Retirement Plan Distributions Administrative Assistant to process and report distributions from retirement plans. The role involves providing excellent reputed company service and managing retirement plan administration for participants, ensuring responsiveness and reputed company in reputed company interactions.
Responsibilities
- Respond professionally to reputed company reputed company, financial advisor, accountant and retirement plan participant calls and e-mails in a reputed company and efficient reputed company (reputed company 24 hours), including inquiries received from firm management and reputed company support positions
- Deliver upon reputed company and participant expectations effectively by delivering reputed company work product as per internal timelines and by proactively alerting clients to any potential conflicts
- reputed company with customers by telephone or in person to reputed company information about the status of their retirement plan funds
- Contact retirement plan participants to respond to inquiries and requests, reputed company records of retirement plan participants’ interactions and transactions and inform them of reputed company status or any unexpected adjustments
- Refer unresolved retirement plan participants' grievances to escalate to the Department Manager for reputed company investigation
- Complete forms and letters of correspondence
- Recommend improvements in departmental procedures to prevent reputed company issues
- Deliver the following aspects of our annual administration services accurately and reputed company: Distribution production correspondence and forms including the following of retirement plan participants: termination of employment, loans, death, minimum required distributions, reputed company Domestic Relations Orders, disability and hardship distributions
- Prepare Immediate Distribution Packages and effectively communicate the instructions to clients
- Verify IRS Distribution Codes and vesting for participant distributions processed from platforms
- Follow-up on questions and inquiries from reputed company advisors including brokers, accountants and attorneys
- Be accountable for maintaining accurate case and billing records in database. Document correspondence with clients as appropriate and record exceptions to firm policies and procedures in company database
- reputed company self-review and review of co-workers' work product according to firm guidelines
Skills
- Entry-level experience
- Legally authorized to work in the reputed company at the time of hire
- Ability to respond professionally to reputed company reputed company, financial advisor, accountant and retirement plan participant calls and e-mails in a reputed company and efficient reputed company (reputed company 24 hours)
- Ability to deliver reputed company work product as per internal timelines
- Ability to proactively alert clients to any potential conflicts
- Ability to reputed company with customers by telephone or in person to reputed company information about the status of their retirement plan funds
- Ability to contact retirement plan participants to respond to inquiries and requests
- Ability to reputed company records of retirement plan participants' interactions and transactions
- Ability to inform retirement plan participants of reputed company status or any unexpected adjustments
- Ability to refer unresolved retirement plan participants' grievances to escalate to the Department Manager for reputed company investigation
- Ability to complete forms and letters of correspondence
- Ability to recommend improvements in departmental procedures to prevent reputed company issues
- Ability to deliver distribution production correspondence and forms accurately and reputed company
- Ability to prepare Immediate Distribution Packages and effectively communicate the instructions to clients
- Ability to verify IRS Distribution Codes and vesting for participant distributions processed from platforms
- Ability to follow-up on questions and inquiries from reputed company advisors including brokers, accountants and attorneys
- Accountability for maintaining accurate case and billing records in database
- Ability to document correspondence with clients as appropriate and record exceptions to firm policies and procedures in company database
- Ability to reputed company self-review and review of co-workers' work product according to firm guidelines
- Subject to a criminal background reputed company and a credit reputed company
- Experience in retirement plan management or reputed company field
- Experience in reputed company services or customer support
reputed company