SchoolsFirst Federal Credit Union · 2 weeks ago
Retirement Support Representative III
Santa Ana, CA
Full-time
Onsite
Mid Level
$26.62/hr - $38.60/hr
3+ years expSchoolsFirst Federal Credit Union is dedicated to providing exceptional service in the financial services industry. The Retirement Support Representative III role involves supporting advisors and managers in retirement planning, ensuring quality service to members through various communication channels.
Finance
Responsibilities
Supports advisors and managers within the Member Retirement Planning (MRP) and Retirement Builder Plan (RBP) department(s). Provides prompt, accurate, and high-quality service to Members and branch Teammembers by phone, email, and mail regarding general investment and retirement account inquiries
Responds to incoming phone calls and emails from Members, Participants, and internal Teammembers, providing basic information on retirement account processes and forms
Supports resolution of escalated issues by researching non-routine scenarios and providing accurate, policy-aligned responses under limited supervision. Escalates inquires to Retirement Support Specialists, as needed
Schedules advisor appointments, confirms availability, and manages calendar logistics through internal tools
Prepares and organizes Member documentation; scans, logs, and routes requests for advisor or processing team review
Follows established job aides to ensure compliance and consistency in processing common transactions such as distributions, loans, and rollovers
Reviews basic Member forms for completeness and flags missing information before escalation
Maintains call documentation and internal communication logs with attention to accuracy and detail
Participates in onboarding, team huddles, and training sessions to build retirement product knowledge and service readiness
Supports administrative tasks such as preparing mailings, tracking service requests, and supporting cross-functional teams with ad hoc assignments
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualification
Required
High School Diploma or GED
3-5 years of prior related experience
Preferred
Previous experience in retirement plan operations or financial services
Series 6, 63/65, or 66
Life Insurance license
Company
SchoolsFirst Federal Credit Union
Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Terry Agius
CEO
Dana Schuller
Chief Administrative Officer
Recent News
Cal State Long Beach
2023-12-22
2022-08-19
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