Hybrid Retirement Specialist
Hybrid Retirement 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
Our non profit clientis the leading voice and advocate for the states hospitals and health care systems. With a mission to advance healthcare across Texas our client supports member organizations through leadership advocacy and operational excellence.
This role is part of a small high-impact team that plays a critical function within the organization. If youre detail-oriented experienced with retirement plans and thrive in an independent work environment this could be the perfect opportunity for you.
Position Overview:
The Retirement Plan Specialist is responsible for the day-to-day operations of our retirement plan administration ensuring accuracy compliance and excellent service to plan participants and HR professionals. This is a highly visible and trusted position requiring subject matter expertise precision and empathy.
This is not an entry-level position. Candidates must have prior experience working with retirement plans and be familiar with industry terminology and operations.
Key Responsibilities:
-
Retirement Plan Processing:
-
Accurately process retirement plan distributions (e.g. lump sum payments installment options and 401(k) loan activity).
-
High-volume data entry with zero tolerance for errors. Accuracy is essential.
-
-
Error Monitoring & Reporting:
-
Generate and analyze reports to identify discrepancies or processing errors.
-
Follow up on flagged items ensuring swift and accurate resolution.
-
-
Customer & Client Support:
-
Respond to inquiries from retirement plan participants HR professionals and beneficiaries.
-
Provide clear explanations with empathy especially when discussing sensitive financial matters.
-
Required Experience:
Unclear Seniority
Employment Type
Full Time
