Knowledge & Skills: Intermediate knowledge of retirement plan administration, including retirement plan regulations for participant mailings. Familiar with billing invoice reconciliation and budgeting.
Key Skill: Excel- VLOOKUPS and Salesforce Marketing platform.
Responsibilities:
- Provides advanced-level support to internal service team members and oversees participant deliverables processes.
- Performs a variety of tasks to ensure participant, plan sponsor and advisor expectations are met.
- These tasks include and are not limited to the preparation and delivery of marketing and presentation materials, participant statements and notices, plan sponsor surveys, e-delivery of participant mailings, and mass communications to external facing clients.
- Provides extensive internal support by assisting with ad-hoc reports, participant/plan sponsor research, updates to client facing websites/tools, updates to custom messaging, logos, and notices.
- Coordinates and manages relationships with mail vendor, IT teams and support teams to successfully deliver mailings and facilitate updates.
- Participates in process improvement initiatives and projects to ensure all client facing materials and notices are compliant with retirement plan regulations.
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Job Type: Contract
Salary: $28.00 - $30.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Shift:
- Day shift
Weekly day range:
- Monday to Friday
Work setting:
- Remote
Work Location: Remote
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