[Remote] Retirement Plan Support Associate
Note: The job is a remote job and is open to candidates in USA. RPG Consultants is a family-owned retirement planning firm based in Long Island, NY, seeking a motivated individual for an entry-level Retirement Plan Support Associate position. The role involves servicing clients in retirement plan administration and providing operational support while ensuring clients understand their plans.
Responsibilities
- Service existing and new clients in retirement plan administration, including a full range of administrative and operational support services to various clients and plan participants
- Effectively explain plan designs, policies, and procedures; and address questions to ensure our clients fully understand their individualized plans via phone and email
- Process and track retirement plan distribution requests for defined contribution plans
- Research and resolve distribution and technical issues
- Process and track retirement plan contributions and deposits for defined contribution plans
- Troubleshoot problems encountered in day-to-day operations
- Maintain the participant/sponsor/advisor web portals and corresponding login credentials
- Provide reports and data files to clients and internal teams when necessary
- Complete special projects and reports, as assigned, accurately and timely
Skills
- An undergraduate degree from a 4-year college required
- Candidates with a degree in Accounting/Finance, Business Administration, Economics, Math or similar fields are useful in this role
- Customer support experience through phone and e-mail is required
- Exceptional written, oral and interpersonal skills, and the ability to effectively interface with clients
- Proficient in the Microsoft Office suite
- Meticulous attention to detail is vital for this position
- Desire to function as part of a team with the ability to self-motivate to meet client demands
- Ability to handle multiple assignments simultaneously and meet deadlines in a fast-paced environment
- Candidates who have experience with FIS Relius, PensionPro Workflow, M-Files, and Microsoft Teams are encouraged to apply
- Bilingual skills are preferred but not required
Company Overview