Transaction Processor – FT Remote

Data Entry Retirement Department Non-ERISA, Retirement Department

Job Description

Full-time position in administration of 403(b), 457 and FICA Alternative plans, Flexible hours Monday through Friday. This position is part time, hourly and nonexempt.

Duties

• Process loans, hardship withdrawals, exchanges and distributions
• Track communication, documents and data
• Accurately allocate employee transactions from client companies
• Reconcile payment amount and documentation
• 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.
• Have experience with 10-Key
• Be professional and articulate in both verbal and written communication
• Ability to able to learn quickly
• 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 – High School Diploma or work experience equivalent is preferred

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