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Transactions Specialist

CrossPlans

in Laguna Hills CA

The Transactions Specialist Role operates in support of our Pension Administrators and will be asked to perform a wide range of tasks associated with helping Retirement Plan participants access their accounts for Loans and Distributions. The timely and accurate completion of loan and distribution projects is crucial to our business and the success of qualified retirement plans.

If you have the desire to solve problems dynamically, have excellent communication skills, are team oriented, detail focused and organized while still able to provide excellent customer service to both internal and external clients, you will love this fast paced role with our team. The right applicant will be a hardworking, resilient, self-motivated/self-starter, who has the ability to get things done and deliver results for our team and meaningful interactions with our clients.

The Transactions Specialist Role requires the ability to listen and respond to a wide variety of tasks, but also to ask the bigger picture, “what if” or “what next” question to help themselves and the team. Over time we will teach and expect you to be a resource to our team, clients and centers of influence while providing the level of customer service our firm is known for in the industry.

Working at CrossPlans, we will teach you to review and process defined contribution loan and distribution paperwork and calculations and learn about Qualified Retirement Plan documents.

Introductory responsibilities include, but are never limited to:

  • Managing organizing emails, phone calls and follow up lists
  • Skilled use of Microsoft Suite of programs
  • Responsible for protecting, securing, and properly handling confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information
  • Send loan and withdrawal packages to clients on a timely basis to meet customer expectations and service standards
  • Answer loan and withdrawal questions from clients, participants and staff in a helpful, friendly, knowledgeable and proactive manner
  • Ensure accuracy and completeness of the Loan & Withdrawal tracking logs
  • Provide support to Loan & Withdrawal phone lines
  • Assist clients to navigate our website to download forms
  • Understand pension plan documents to determine individual plan specifications
  • Review and calculate vesting information for participant distributions and loan requests
  • Perform quality review of loan and withdrawal packages before sending to clients
  • Participate in and assist with implementing improvements to the loan and withdrawal process
  • Provide back up to other teams, as requested
  • Other duties as assigned

Why Work at CrossPlans

CrossPlans is a family owned Third Party Administration Firm organized around the belief that if we keep our promises and deliver on expectations while providing high quality work, business owners and Retirement Plan Sponsors will find it enjoyable and rewarding to work with our Firm.

We offer:

  • Health, Dental and Vision Insurance to the Employee
  • 401(k) plan with Employer participation
  • Continuing Education Spending Account
  • Paid Time Off and Bonus structure
  • Incentives and opportunities for growth
  • Great Team Environment

Our People Make the Difference

At CrossPlans we employ the best pension professionals we can find and hold them to the highest standards in communication and technical skills. We require industry accreditation, annual continuing education and after an initial probationary period, we subsidize annual continuing education costs to make sure our team keeps their knowledge level both contemporary and accessible.

In addition to technical skills, our people are selected to align with our core values as a company. We expect our team to care about our clients, communicate clearly, respond timely and be committed to doing excellent work and nourishing relationships.

How to Apply

Please send your resume and best contact information to: info@crossplans.com   


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