Hybrid Retirement Specialist
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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:
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Retirement Plan Processing:
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Accurately process retirement plan distributions (e.g. lump sum payments installment options and 401(k) loan activity).
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High-volume data entry with zero tolerance for errors. Accuracy is essential.
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Error Monitoring & Reporting:
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Generate and analyze reports to identify discrepancies or processing errors.
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Follow up on flagged items ensuring swift and accurate resolution.
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Customer & Client Support:
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Respond to inquiries from retirement plan participants HR professionals and beneficiaries.
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Provide clear explanations with empathy especially when discussing sensitive financial matters.
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Required Experience:
Unclear Seniority
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
