Retirement/HSA Support Specialist
Retirement/HSA Support Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Location:
4224 Ridge Lea Road Amherst New York 14226Working at KeyBank is an opportunity to join a company that is committed to your success! We offer our teammates the skills mentoring and training needed to meet their career goals and better serve our clients.
Hours: Monday Friday 8:00 am 4:30 pm ET (with a rotation of one late dayup to 8pm EST every few months)
Location: During training this position will be a hybrid opportunity. Once training is completed this role can be remote if desired. At least 2 days in office per week is required.
JOB SUMMARY
Provide expert support for Retirement and HSA services through phonebased transaction processing and client assistance ensuring regulatory compliance and exceptional customer service.
ROLES AND RESPONSIBILITIES
Process and maintain Retirement/HSA transactions accurately and efficiently in line with procedures and regulatory requirements.
Respond to telephone inquiries from both internal and external clients with a strong client focus.
Analyze and resolve customer processing requests related to compliance and reporting.
Maintain thorough documentation for each Retirement Plan and HSA for storage retrieval and disaster recovery.
Ensure account opening and plan documentation processes meet compliance requirements.
Work independently with limited supervision and perform diverse tasks as needed.
Utilize computerized systems and PC software including Microsoft Word and Excel to complete functional tasks and identify process efficiencies.
Stay uptodate with Internal Revenue Code regulations and apply changes to daily work.
Recommend process improvements to enhance compliance and manage risk.
Train team members and assist with writing procedures.
Support escalated and complex client requests including communication with attorneys.
Review and approve large general ledger transactions.
Support the team on regulatory bank policy and procedural matters.
Contribute to highperformance and respectful work culture.
QUALIFICATIONS MUST HAVE
High school diploma or equivalent.
Excellent oral written and interpersonal communication skills.
Ability to work a flexible schedule to meet deadlines.
Basic to intermediate proficiency in MS Word and Excel.
Strong organizational skills and ability to multitask in a highvolume environment.
Strong customer service skills for phonebased client interactions.
Adaptability to new ideas in a changing environment.
High attention to detail and accuracy.
Ability to identify and escalate risk.
Ability to make independent decisions and judgments.
Capability to write procedures and train colleagues.
QUALIFICATIONS NICE TO HAVE
Knowledge of deposit products and regulations.
Prior operational experience.
At least 2 years experience with regulatory processes.
At least 2 years of Retirement Operations experience.
Experience facilitating disaster recovery including remote work arrangements.
EDUCATION NEEDED
High school diploma or equivalent.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $21.00$24.00 per hour depending on location and jobrelated factors such as level of experience.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/11/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
Unclear Seniority
Employment Type
Full-Time
