National Benefit Services, LLC · 13 hours ago
Transactions Processor, Retirement
United States
Full-time
Remote
New Grad, Entry LevelNational Benefit Services, LLC is seeking a Transactions Processor for their Retirement Department. The role involves processing participant transactions, maintaining documentation, and contributing to a positive team environment while adhering to IRS code and DOL regulations.
Financial ServicesInsuranceRetirement
Responsibilities
Become proficient in participant transaction processing such as contribution remittance, distribution & loan requests, and enrollment processing
Interact with participants and various plan contacts via phone and email
Maintain appropriate documentation of all client interactions
Work closely with team and as a member of the Retirement Department
Attend team, department, and company trainings
Willing to learn, understand and implement IRS code and DOL regulations applicable to retirement plans
Learn current processes, then as appropriate, provide feedback for increased efficiencies
Actively contribute to a positive team environment
Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
Perform other duties as assigned by Supervisor or Director
Qualification
Required
General computer abilities with various types of software applications
Proficient with Microsoft Suite, particularly Outlook, Word, and Excel
Highly motivated, hard-working, and positive attitude
Strong typing and 10-key skills
Highly attentive to detail and accuracy
Exemplary customer service skills both on the phone and via email
Must be professional in both verbal and written communication
High School Diploma or equivalent
Preferred
Bilingual useful, Spanish language preferred
Company
National Benefit Services, LLC
National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.
Founded in 1986
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Lovell
President & CEO
Eric Thorne, QKA, TGPC, AIF®
Senior Vice President, Business Development and Strategic Partnerships
Company data provided by crunchbase