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Job Descriptions:
*Remote Position. Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.
Required Experience:
Responsibilities:
Process Tier II transactions, which includes Tier I transactions as needed
Mentor Level I TCs, assisting with training as needed
Serve as PPAs for preferred providers, keeping procedures updated for these providers ensuring both internal efficiency and high quality service for our clients
Maintain high standard of quality work and production goals, both individually and as a team
Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff
Keeps current on procedures, laws, and other facets that may impact processing
Participation in key projects as assigned
Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
Perform other job related duties or special projects as required
Qualifications:
One year of related experience, higher education, or any equivalent combination of experience and knowledge
Customer service experience
Strong verbal and written communication skills
Knowledge of Microsoft office programs and basic math skills
Must be engaged and able to work with people at all knowledge levels
Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
Keyword: Transaction Coordinator
From: The Retirement Advantage, Inc. (TRA)