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Transaction Coordinator

The Retirement Advantage, Inc (TRA)

(Remote)

Description:

Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.

Responsibilities:

• Process Tier II transactions, which includes Tier I transactions as needed
• Mentor Level I TCs, assisting with training as needed
• Serve as PPAs for preferred providers, keeping procedures updated for these providers ensuring both internal efficiency and high quality service for our clients
• Maintain high standard of quality work and production goals, both individually and as a team
• Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff
• Keeps current on procedures, laws, and other facets that may impact processing
• Participation in key projects as assigned
• Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation at all times in the communities we touch
• Perform other job related duties or special projects as required

Qualifications:

• One year of related experience, higher education, or any equivalent combination of experience and knowledge
• Customer service experience
• Strong verbal and written communication skills
• Knowledge of Microsoft office programs and basic math skills
• Must be engaged and able to work with people at all knowledge levels
• Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment

How to Apply

Apply Now

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