Retirement Plan Services Support Specialist

Job Description

Retirement Plan Services Support Specialist | TEKsystems

The Tone:
This is a contract to hire role at TEKsystems, located in Southfield, MI, with a hybrid workplace model. TEKsystems is a leading provider of business and technology services, partnering with over 6,000 clients to drive transformation through full-stack technology and talent services. This role is essential for supporting the Retirement Plan Services department, ensuring the accurate processing of financial transactions and adherence to IRS regulatory requirements. The specialist’s work directly contributes to seamless client experiences and operational integrity within a critical financial service area.

The TL;DR
• Role: Contract to Hire
• Location: Hybrid Southfield, MI
• Pay: $23 hourly
• Mission: Support the Retirement Plan Services department by accurately processing forms and transactions while ensuring regulatory compliance.

What You’ll Actually Do
• Process Transactions: Accurately handle forms and basic financial transactions, including rollovers, internal transfers, and death certificates.
• Resolve Inquiries: Respond to email inquiries, diagnose issues, and provide client-focused solutions that meet IRS regulatory standards.
• Ensure Compliance: Conduct audits of account activity to verify that all transactions comply with applicable regulatory requirements.
• Guide Corrections: Review client requests for corrections, determine appropriate actions, and provide necessary guidance to branch personnel for resolution.
• Maintain Knowledge: Continuously update knowledge of retirement plan rules and regulations through internal and external resources and ongoing training.

The Must-Haves
• Background: Candidates should possess the foundational knowledge and capability to fulfill the essential duties required for supporting retirement plan services.
• Experience: Demonstrated ability to accurately process financial forms and transactions such as rollovers, internal transfers, and death certificates. Experience in interpreting and applying retirement plan rules and regulations to ensure compliance.
• Skills: Strong understanding of retirement plan rules and regulations; proficient in diagnosing issues and providing compliant solutions; keen attention to detail for regulatory compliance and auditing; effective communication for client inquiries and internal department collaboration.