Employer Industry: Retirement Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely with a flexible schedule
- 401(k) plan with up to 4% matching
- Flexible PTO for wellness, vacations, and personal matters
- Comprehensive medical, dental, and vision plan options, including subsidized premiums
- Bonus plan eligibility

What to Expect (Job Responsibilities):
- Manage intake of all paper and electronic withdrawal requests
- Interpret and apply plan documents to determine request types and permissibility
- Communicate effectively with internal and external plan contacts
- Coordinate with investment providers and perform vesting calculations
- Conduct peer reviews of transactions prior to submission and confirm transaction processing

What is Required (Qualifications):
- High School Diploma or GED required
- Minimum of 2 years in the financial or accounting field
- Proficient with Microsoft Office applications
- Excellent written and verbal communication skills
- Strong organizational and time management skills

How to Stand Out (Preferred Qualifications):
- Familiarity with Microsoft Teams and file-sharing tools like Microsoft SharePoint
- Solutions-oriented mindset with the ability to work independently and in a team

#RetirementServices #RemoteWork #CareerGrowth #FlexiblePTO #EmployeeBenefits

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