Account Specialist

Job Description

Job Description

Description : Summary :

Summary :

Account Specialists are responsible for the account maintenance and distribution of individual accounts. Individuals in this position work on a team responsible for handling the full scope of account administration and processing for individual accounts at a high-volume in collaboration with sister company, PenChecks Trust Company of America (PTCA).

Account Specialists play a key role in the PTCA Accounts Division, are trusted to secure and maintain confidential information, and work full-time during regular business hours in a fast-paced, deadline-driven office environment.

Essential Duties :

• Use the internal proprietary software and technology, and access multiple applications to complete client inquiries and transactions.
• Administer various retirement account types within required provisions, including the growing Automatic Rollover / Missing Participant IRA program.
• Complete participant transactional requests and produce at high volume on a consistent, deadline-driven basis.
• Participate in educational opportunities to update job and industry knowledge.

Responsibilities :

• Receive and enter individual distribution requests into system.
• Verify participant identity within regulatory and internal CIP requirements.
• Keep track of received data / documents; interpret for completion; fully and clearly document all cases in case management tools to resolve questions, inconsistencies, or missing data.
• Recordkeep individual balances across various fund types and maintain data integrity.
• Calculate transactions to individual accounts using bulk data processes.
• Perform special projects, assist with large mailings, and any other duties as assigned.

Salary Range :

$22.40 to $30.03 / hour (equivalent to $46,592 to $62,462 per year)

Location :

In office (San Diego County) / remote a hybrid schedule may be accommodated at the discretion of the Hiring Manager

Requirements :

Required Knowledge, Skills, and Abilities (KSAs) : Note that these requirements are representative, not all-inclusive, of the KSAs required to perform the job.

• Ability to accurately collect and relay information as needed.
• Ability to think critically and solve problems.
• Solid data entry skills with a strong attention to detail and ability to identify numerical errors.
• Ability to maintain composure and adapt to the fast-paced, high-volume, team-based environment.
• Computer and software literate; ability to learn quickly and adapt to new technology.
• Strong time management and organizational skills to meet strict deadlines.
• Experience in performing related administrative duties in an office atmosphere preferred.
• Microsoft Office experience- including Excel, Word, Outlook, and Teams.
• Familiarity with retirement industry is a plus.

Education and Experience :

• High School Diploma, GED, and / or equivalent required.
• Minimum of 1 years of experience in the retirement benefits processing and distribution industry or a relevant field.

Physical Demands and Work Environment :

The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl.

Vision abilities required by this job include close vision. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions.

Work Environment is an ADA compliant office building.

Other :

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.