Essential Functions
- Sets-up, modifies and maintains system functionality for new and existing clients across various systems as directed by NQ Project Managers and service teams.
- Works with NQ Project Managers to setup plan parameters and to prepare website and appropriate record keeping systems as needed for new plans.
- Assists NQ Project Managers in maintaining plan conversions and implementation checklists for new non-qualified plans.
- Performs complete and accurate requested plan / design changes for existing plans as directed by service team.
- Assists Enrollment Team in enrollment site review and enrollment data loads into the recordkeeping system.
- Utilizes Product Support workflow system effectively and report status of all work projects to manager as requested.
- Works with manager to identify problems and improve efficiencies relative to servicing non-qualified plans.
- Assists in coordination of plan deconversions. Works with Trading, Client Services and other departments as necessary to ensure common understanding of requirements and customer expectations.
- Writes reports, business correspondence, and procedure manuals.
- Effectively presents information and responds to questions from managers, clients, customers, and the public.
- Consistently meets and / or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
- 3 to 5 years in the retirement plan industry; or equivalent combination of education and experience.
- In-depth knowledge of retirement plan industry.
Preferred (but not required) education or skills for this role
Bachelor's degree from four-year college or university is preferred
Competencies
- Analytical
- Detail oriented
- Excellent verbal and written communication skills
- Fostering team work
- Independent
- Integrity
- Judgement
- Planning and organizing
- Problem solver
- Thoroughness
TRAVEL : Up to 5%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
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