Retirement Plan Specialist

MUST HAVES

• Must score at least 5500 KPH with at least 85% accuracy on above assessment (takes 1 min)
• 2+ years of recent experience within financial services – ideally retirement planning industry – or someone who has a Bachelor's degree in finance or related field and some professional work experience is preferred.
• Experience with a CRM, preferred
• Call center experience/phone experience, preferred + strong professional demeanor (verbal/written)
• MS Office Suite
• Minimum HS diploma, BS preferred

This person will be responsible for supporting the Retirement Plan Services department. The majority of the role will involve processing forms and performing basic transactions, such as handling rollovers, internal transfers, and death certificates.

• Answer and respond to email inquiries regarding issues
• Process forms and perform basic transactions, such as handling rollovers, internal transfers, and death certificates
• Accurately diagnose issues and provide client-driven solutions that also meet IRS regulatory requirements
• Interpret rules and regulations by applying retirement plan knowledge
• Conduct audits of account activity to ensure transactions meet regulatory compliance
• Review client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
• Maintain knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
• Communicate, research and resolve issues with other internal departments
• Review daily reports of individual productivity to evaluate personal performance

This is a Contract to Hire position based out of Southfield, MI.

The pay range for this position is $23.00 - $23.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Southfield, MI.

This position is anticipated to close on Jul 9, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance:
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI):
We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.