Retirement Plan Services Associate

* Retirement Plan Specialist
* * Pay Rate: 23/hr
* * Location/Work Environment:
* * 8 Weeks of Training on-site and hybrid
- ** schedule of 3 days WFH 2 days on-site after training
* * MUST HAVES
* * At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has a Bachelor's degree in finance or related field and some professional work experience is preferred.

* Experience using a CRM
- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred

* Experience working in a call center environment preferred

* Strong data entry skills with a high attention to detail.

* Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times

* Professional demeanor

* Ability to navigate through several different systems at once, using a dual monitors

* Proficient with Microsoft Office Suite
- Excel, Outlook, Word

* Quick learner / ability to learn and apply different processes simultaneously

* Job Summary:

* This person will be responsible for supporting the Retirement Plan
Services
department with a large financial corp. The majority
of their
role will involve processing forms and performing
basic transactions, such as
handling roll overs, internal transfers, and death
certificates (will rarely need
to answer the phone, if at all)

* Job Duties:

* * Answers and responds to email inquiries regarding issues

* Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates

* Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements

* Interprets rules and regulations by applying retirement plan knowledge

* Conducts audits of account activity to ensure transactions meet regulatory compliance

* Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution

* Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training

* Communicates, researches and resolves issues with other internal departments

* Reviews daily reports of individual productivity to evaluate personal performance

* Job Type & Location
* This is a Contract position based out of Tampa, FL.

* Pay and Benefits
* 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)

* Workplace Type
* This is a hybrid position in Tampa,FL.

* Final date to receive applications
* This position is anticipated to close on Jan 15, 2026.
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About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

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

About TEKsystems and TEKsystems Global Services

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