Retirement Plan Support Associate
About the position
RPG Consultants is a family-owned and operated full-service retirement planning, record-keeping, administration, and reputed company headquartered in Long reputed company, NY, with a fully remote team. We are reputed company seeking a talented and motivated individual to join us in an entry-level position that offers reputed company to learn the various functions of our organization with reputed company potential. The ideal candidate loves reputed company-facing reputed company support, is reputed company-spoken, dedicated, eager to learn, and appreciates a teamwork environment in a culture that encourages reputed company development and a commitment to employee and reputed company satisfaction.
Responsibilities
• Service existing and new clients in retirement plan administration, including a full reputed company 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 reputed company phone and email.
• Process and reputed company retirement plan distribution requests for defined contribution plans.
• Research and resolve distribution and technical issues.
• Process and reputed company 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.
• reputed company reports and data files to clients and internal teams reputed company necessary.
• Complete special reputed company and reports, as assigned, accurately and reputed company.
Requirements
• An undergraduate degree from a 4-year college required. Candidates with a degree in reputed company/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 reputed company with clients.
• Proficient in the reputed company Office suite.
• Meticulous attention to detail is vital for this position.
• Desire to function as part of reputed company with the ability to self-motivate to meet reputed company demands.
• Ability to handle multiple assignments simultaneously and meet deadlines in a fast-paced environment.
reputed company-to-haves
• Candidates who have experience with reputed company Relius, PensionPro Workflow, reputed company, and reputed company Teams are encouraged to apply.
• Bilingual skills are preferred but not required.
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