Administrative Customer Service
Administrative Customer Service
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Job Description
Administrative Customer Service Entry Level will train!
If you enjoy providing excellent customer service following detailed processes and are looking for a rewarding career with a growing company Trinity Pension Consultants might be the right place for you!
Who We Are:
Trinity Pension Consultants Inc. is a leading regional independent and non-producing Third-Party Administration firm located in Akron Ohio and has regional offices in Columbus OH; Cincinnati OH; Indianapolis IN; Nashville TN; Detroit MI; and Atlanta GA. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering highly effective administration and compliance solution for their employer sponsored retirement plan.
What Our Retirement Plan / Distribution Processors are responsible for:
- Communicating and coordinating with customers and stakeholders regarding distribution requests in an accurate timely professional and courteous manner.
- Reading interpreting and applying regulations and legal documents; staying current on changing regulations.
- Utilizing math skills to run various calculations.
- Ensuring timely processing of transactions.
- Becoming an expert in Trinity s systems processes procedures service standards and qualified plan distribution options.
- Accurately billing for participant distributions.
- Assisting with cross-departmental functions as needed.
- Assisting with various operational projects as deemed necessary by supervisor.
- As a member of Trinity Pension Consultants all employees are responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.
Requirements
Who You Are:
- Dedicated to keeping clients is a must!
- Able to manage office functions efficiently organize work establish priorities and maintain good interpersonal relations.
- Able to learn apply and explain new technical knowledge in a simplified manner.
- An outstanding communicator and possess intermediate computer/software skills.
- An individual who demonstrates trustworthiness adaptability and responsiveness.
Must Haves:
- Residence in or willing to relocate to Northeast Ohio.
- Prior experience with qualified retirement plans preferred.
- Bachelor s Degree in related field preferred.
- Well-developed verbal and written communication and listening skills.
- Proficient computer / software skills including MS Office (Word Excel Outlook).
- Demonstrated attention to detail and accuracy; multi-tasking and prioritizing skills.
- Discipline and drive to stay focused and motivated with limited supervision.
- Ability to work in a team environment as well as independently.
- Willingness and ability to complete ASPPA s Retirement Plan Fundamentals 1 and 2 courses.
Benefits
Why Join Our Team
- Work on challenging and interesting problems and strive to do the right thing the right way and continually improve.
- We are a true partner to our clients.
- Our team is constantly learning both individually and as an organization and truly value hearing our team members unique perspectives insights and opinions.
- We are a growing business with development and upward mobility opportunities.
- We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
- We strongly believe in promoting from within and always look first to our internal talent for open opportunities.
In return Trinity Pension Consultants offers:
- Salary dependent on experience
- Paid Time Off (PTO)
- 401(k) retirement plan
- Medical Dental Vision H.S.A. effective Day 1
- Life Insurance LTD STD
- PTO Purchase
- Summer Fridays
Are you ready to join our team
If you feel like you are the right candidate for this job just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.
All qualified applicants will receive consideration for employment without regard to race color sex age national origin religion sexual orientation gender identity and/or expression status as a veteran and basis of disability or any other federal state or local protected class.
At this time we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.
What Our Administrative Customer Service (Retirement Plan Distribution Processors) are responsible for: Communicating and coordinating with customers and stakeholders regarding distribution requests in an accurate, timely, professional and courteous manner. Reading, interpreting, and applying regulations and legal documents; staying current on changing regulations. Utilizing math skills to run various calculations. Ensuring timely processing of transactions. Becoming an expert in Trinity s systems, processes, procedures, service standards, and qualified plan distribution options. Accurately billing for participant distributions. Assisting with cross-departmental functions as needed. Assisting with various operational projects as deemed necessary by supervisor. As a member of Trinity Pension Consultants, all employees are responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals. Who You Are: Dedicated to client retention is a must! Able to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations. Able to learn, apply and explain new technical knowledge in a simplified manner. An outstanding communicator and possess intermediate computer/software skills. An individual who demonstrates trustworthiness, adaptability and responsiveness. Must Haves: Residence in or willing to relocate to Northeast Ohio. Prior experience with qualified retirement plans, preferred. Bachelor s Degree in related field, preferred. Well-developed verbal and written communication and listening skills. Proficient computer / software skills, including MS Office (Word, Excel, Outlook). Demonstrated attention to detail and accuracy; multi-tasking and prioritizing skills. Discipline and drive to stay focused and motivated with limited supervision. Ability to work in a team environment as well as independently. Willingness and ability to complete ASPPA s Retirement Plan Fundamentals 1 and 2 courses.
Education
Associates' Degree preferred.
Employment Type
Full Time
