PRIMARY RESPONSIBILITIES:

• Accurately process and complete plan distributions and loans with minimal supervision
• Assist plan participants and clients with any questions/concerns or direct them to the appropriate person(s) who can provide the necessary information
• Communicate regularly with employers and/or participants regarding plan distributions and loans
• Navigate recordkeeping websites to pull reports, forms, and keep company access to plans up to date
• Follow NPPG's policies and procedures
• Enter data using NPPG's proprietary database and plan administration system
• Assist Administrators with day-to-day tasks
• Process files by established deadlines
• Provide exemplary service to customers, addressing inquiries and resolving problems promptly
• Participate in special projects
• Collaborate with and assist teammates

REQUIRED QUALIFICATIONS

• High school diploma or equivalent
• Minimum 1 year of accounting, retirement, and/or banking experience
• Intermediate (or advanced) proficiency with Microsoft Excel
• Ability and willingness to occasionally work on weekends and/or late during the week, based on business needs
• Excellent verbal and written communication skills with the ability to establish rapport and provide quality customer service
• High level of organization and attention to detail
• Experience successfully managing time, setting priorities, and meeting deadlines

PREFERRED QUALIFICATIONS

• Associates or Bachelor's degree in business, accounting, finance, or another relevant field
• Minimum 2 years of experience with retirement plan distributions and loans
• Experience working for a third-party employee benefit and retirement planning administrator
• Proficiency in and/or experience processing retirement plan distributions and loans
• Experience with Relius Administration System or a similar tool

Job Type: Full-time

Pay: $40,000.00 - $42,000.00 per year

Benefits:

• Life insurance

Schedule:

• Weekend availability

Experience:

• Customer service: 1 year (Preferred)

Work Location: Hybrid remote in Shrewsbury, NJ 07702

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