National Benefit Services, LLC
  • 21-Dec-2018 to 19-Jan-2019 (PST)
  • Retirement
  • West Jordan, UT, USA
  • $12 - $15/hour, DOE
  • Hourly
  • Part Time

Paid Vacation/Holidays, 401(k) w/company match


 

Job Description

Part-time position in administration of 403(b), 457 and FICA Alternative plans, working five hours a day, Monday through Friday. This position is part-time, hourly and nonexempt.

Duties

  • Assist relationship managers in managing 403(b), 457(b), 401(a), and/or FICA Alternative retirement plans
  • Process loans, hardship withdrawals, and distributions
  • Track communication, documents and data
  • Support relationship managers in performing regulatory compliance functions
  • Accurately allocate employee withholdings from client companies
  • Reconcile payment amount and documentation
  • Coordinate with internal relationship managers to resolve problems relating to information or payments
  • Maintain understanding of applicable rules, regulations, and polices governing 403(b), 457(b), 401(a), and/or FICA Alternative retirement plans
  • Manage multiple tasks, projects, and deadlines at the same time
  • Must meet or exceed required level of key performance indicators (KPIs) in all measured areas
  • Complete other projects as assigned by supervisor or vice president

Qualifications

  • Have excellent customer service skills
  • Be proficient with Microsoft Office Suite and advanced knowledge of Excel.
  • Have experience with manipulating spreadsheets for file comparison and data import
  • Be professional and articulate in both verbal and written communication
  • Ability to able to learn quickly
  • Have experience with programming and/or automation is beneficial, but not required
  • Be highly attentive to detail and accuracy
  • Ability to organize and prioritize tasks is essential
  • Ability to meet deadlines
  • Ability to work well within a team

Education and Experience  - Bachelor's degree or work experience equivalent is preferred

Physical Requirements -  This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, gender identity or expression, affectional or sexual orientation, disability, nationality or sex.

 

National Benefit Services, LLC
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