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Processing Team Leader

The Retirement Advantage (TRA, Inc.)

(Remote)

Description:

The Team Leader is responsible for providing guidance and leadership to the Processing team for the purpose of achieving high quality transaction production and exceptional customer service.

Responsibilities:

• Provides guidance for Transaction Coordinators (TCs) by empowering them with the resources necessary to develop into their role at TRA
• Researches and resolves transaction related issues as needed
• Processes transactions while maintaining production goals standards
• Reviews procedures as well as day-to-day processes to ensure transactions are processed efficiently and accurately
• Recommends and implements procedure/process changes to improve efficiency, create process automations and provide consistently exceptional customer service
• Monitors production and quality levels by providing reporting to the Processing Manager
• Closely monitors work queues to ensure processing timeline metrics are met.
• Coordinates, assists, facilitates, and conducts training of assigned team members as necessary
• Keeps current on procedures, laws, and other facets that may impact processing
• Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff
• Attends all required Leadership training sessions and meetings
• Supports the change process to achieve intended organization and cultural outcomes
• Leading and/or supporting key projects that seek to enhance existing service and operational models within the communities we touch
• Performs other job-related duties or special projects as required

Qualifications:

• Bachelor’s Degree (or equivalent experience)
• 3+ years of retirement industry experiences
• Supervisory experience in the industry preferred
• Strong verbal and written communication skills
• 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
• Must be able to balance working independently, being a leader and working in a team environment, all within a fast paced and deadline-oriented business environment
• Comprehensive knowledge of the retirement industry and processing guidelines, regulations, procedures, policies, terminology, and legal requirements
• Mastery of relevant departmental software and applications

How to Apply

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