Retirement Plan Services Associate (5784

Next Path Workforce Solutions is currently seeking a Retirement Plan Services Associate to join our client’s team in St. Petersburg, FL
. This is a hybrid,
contract position.

SALARY: $21-$23 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

• At least 2 years of recent experience in financial services, preferably in retirement planning or related fields
• Recent graduates with a Bachelor’s degree in finance or a related field and some professional experience are encouraged to apply
• Ability to quickly learn retirement planning basics if recent graduate
• Experience using CRM software is preferred
• Call center experience is a plus
• Strong data entry skills with high accuracy and a minimum score of 5500 KPH at 85% accuracy on data entry assessment
• Proven reliability with minimal attendance or tardiness issues
• High School Diploma or GED required;
  Bachelor's Degree highly preferred

• Respond to email inquiries and resolve client issues
• Process forms and perform basic transactions, including rollovers and internal transfers
• Diagnose issues and provide client-driven solutions compliant with IRS regulations
• Apply retirement plan knowledge to interpret rules and regulations
• Conduct audits of account activity for regulatory compliance
• Review client requests for corrections and guide branch staff on resolutions
• Stay updated on retirement plan rules through ongoing training and resources
• Communicate, research, and resolve issues with internal departments
• Review daily productivity reports to evaluate personal performance

We are an Equal Opportunity Employer