Retirement Services Specialist – Processing-UT
Core
Manage accurate and timely processing of payroll contribution submissions and participant transaction requests within 401(k) retirement plans.
Role type
Retirement Services Processing Specialist
Builds
Operational efficiency and data integrity across retirement plan processes
Domain
HR technology and service sector / 401(k) administration
Required skills
Data entry, Identity verification, Payroll contribution processing, Participant transaction processing, Discrepancy resolution, Compliance monitoring, Recordkeeping, Reconciliation
Preferred skills
401(k) administration experience, Client-facing customer service, ASPPA or NIPA certification, Microsoft Office proficiency
Technologies
Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint), Ticketing systems
Responsibilities
Respond to participant inquiries via phone and email, Track and process incoming payroll contribution submissions, Review and approve participant transaction requests, Conduct identity verification for transactions, Monitor contribution files for errors, Assist with reconciliation of contribution data, Process incoming mail and deposits
Seniority
Entry-level to Mid-level, hands-on IC