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Client Coordinator - Compliance Services

The Retirement Plan Company (TRPC)/an ABG firm

in Remote

Logo for The Retirement Plan Company (TRPC)/an ABG firm

JOB DESCRIPTION

The Retirement Plan Company (TRPC), LLC provides recordkeeping, administration and advisory services for retirement plan sponsors, and support services for investment advisors and third party administrators. TRPC is headquartered in Nashville, TN. We maintain a national presence through an extensive network of financial advisor and TPA partners. TRPC has Client Coordinator openings in our Compliance division!  

In this position, you:

  • Assist clients (plan sponsors, payroll personnel, HR department staff, financial advisors and administrators) through inbound and outbound calls, emails and tasks assigned from call center teams
  • Utilize email, phone and chat to interact with clients
  • Provide technical support and troubleshoot client actions on our website including year-end compliance questionnaires, census data reviews and form 5500 filing.

JOB REQUIREMENTS

Client Coordinator Qualifications:

  • Ability to work independently under minimal supervision in a fast-paced, demanding environment.  Must be a self-starter being able to work under tight deadlines.
  • Professional tone and demeanor
  • Comfortable working with a ‘virtual team’, working primarily with technology (phone, computer) instead of direct personal interaction
  • Exceptional organizational skills, strong attention to detail and a high degree of accuracy.  In addition, the candidate must exhibit strong written and oral communication skills, as interaction with clients, the team, and other areas of the organization is critical to success.
  • Proficiency with all Microsoft Office programs, web browsers, and instant messaging.
  • Strong telephone and interpersonal contact skills required.
  • Effective note-taking skills and the ability to quickly learn new applications and processes.

Desired Skills:

  • Prior experience with fast-paced client service environment
  • Experience understanding Investment Statements/Accounting
  • Experience/Preference working for a growing company
  • Experience in any of these areas: Pension/Retirement Plan Administration; Administrative Assistant; Tech Support
  • Someone looking for stable, professional employment in a supportive atmosphere
  • Bachelor’s degree from an accredited university or equivalent experience
  • Completion of Retirement Plan Fundamentals Course

Qualified applicant must be: detailed, organized, good at multi-tasking and results oriented.  A successful candidate will be a self-starter and display intellectual curiosity.

How to Apply

Please respond to kputnam@trpcweb.com and include your salary requirement. 


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