Account Specialist - Retirement

Experience Guide Stone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The basic purpose of Account Specialist - Retirement position is to provide exceptional customer service to plan sponsors and participants by using sound judgment to analyze, interpret and process an extensive range of inquiries and transactions. The Specialist is responsible for ensuring compliance with IRS regulations and DOL requirements when administering Guide Stone’s employer-sponsored retirement plans. The individual in this position must understand the details of a complex recordkeeping system and multiple software applications needed to maintain the integrity and security of personal and financial data for plan sponsors and participants.

The individual will also be responsible for proactively updating printed material for the department based on marketing needs, regulation requirements, or changing environments as well as other administrative tasks.

What You'll Do:

Process financial transactions that potentially have a high financial impact and risk for participants, employers, and Guide Stone.

Exhibit strong customer service skills when communicating with plan sponsors and participants.

Gain proficiency with Guide Stone’s recording keeping system, the customer information system and other supporting applications.

Analyze, research, manage and process transactions over an extensive range of participant and employer requests, maintaining integrity of confidential financial and personal account data.

Verify that all documentation requirements are met before processing transactions. This includes review of legal documents such as divorce decrees to ensure proper authority exists before transacting business.

Counsel plan sponsors and participants to resolve issues and provide specific retirement plan financial education.

Assist Retirement Customer Solutions department with overflow calls as needed, ensuring a seamless customer experience.

Act as an available and reliable resource for other Guide Stone employees and stakeholders.

Analyze corrective or alternative actions to resolve plan operational failures.

Ensure quality control by verifying transactions that are processed by peers.

Update communication material for the department.

Work closely with Brand Management department to update manuals and communication material. This includes making suggestions related to the appearance or wording of a document.

Periodic review of department’s procedures, making content suggestions as well as necessary processing updates.

Collaborate with Legal and Compliance departments to ensure policies and procedures accurately reflect regulations that govern Guide Stone’s retirement plan administration.

Employ strong grammar and business writing techniques when composing, prioritizing and organizing large amounts of information for various applications, communication material and procedures.

Provide ownership and maintenance for the Retirement Services SharePoint site, for the Retirement Services business recovery documents, letters, forms and for the Retirement Services administration manuals.

Communicate any changes regarding printed material and procedures that may affect other departments within the  a resource for all areas of Guide Stone regarding Retirement Services communication material.

Responsible for prioritizing and monitoring daily tasks and workflow.  Overtime as…