The retirement services specialist guides churches and participants by providing exceptional customer service, fielding questions from participants, establishing retirement accounts, maintaining retirement records, sending retirement packets and assisting in special projects. Each process needs to align with the mandates established in the plan documents, Book of Church Order (BCO) and Formula of Agreement.
Responsibilities and Essential Duties:
- Handle processes dictated by the blue forms and participant notifications. This includes address changes, sending retirement packets and adoption agreements, enrollment of participants and updating status and employer changes in Fidelity Plan Sponsor WebStation (PSW).
- Determine participant eligibility and administer plan according to the plan documents, the RCA Book of Church Order (BCO) and Formula of agreement requirements.
- Maintain addresses in PSW and maintain 403(b) attribute in Salesforce.
- Create and maintain accurate and complete participant files (digital and/or hard copy). Maintain purging schedule for terminated files.
- Clean and update data to ensure information in various systems contain consistent information.
- Assist treasurers in contribution remittance process. Troubleshoot as needed.
- Using Fidelity report, communicate with churches regarding participant salary deferrals.
- Answer routine inquiries regarding participant needs by providing exceptional customer service.
- Handle information confidentially and respond to participant and employer questions and concerns clearly and accurately within 24 to 48 hours.
- Coordinate projects such as minister’s tax guide and housing allowance letter.
- Assist in maintaining and updating website.
- Assist in communication to participants by contributing to newsletter, working with CAPS and submitting eblast requests on assigned projects.
- Coordinate beneficiary audit and Salesforce attribute audit for the retirement plan.
- Perform other duties as assigned.
- Two to four years prior experience handling similar responsibilities.
- Demonstrated understanding and application of basic ERISA legal compliance.
- Must possess strong problem solving, verbal and written communication skills.
- Demonstrated high-level skills in dealing confidently and courteously with people at all levels.
- Must be able to work independently and collaboratively as part of a team.
- Excellent organizational and record keeping skills.
- Computer knowledge needed to complete essential duties – MS Word, excel, gmail, google docs, PowerPoint, salesforce, and ADP.
- Committed to the mission and vision of the RCA.
- Ability to travel up to 10 days per year.
- Bachelor’s degree in business, finance, communications or related field.
Any interested applicants can send their resume and cover letter to firstname.lastname@example.org no later than Sunday, February 16, 2020.