Benefits Clerk facilitates benefits enrollment and administrative processes. Prepares and processes claims, changes, enrollments, and other benefits filings. Being a Benefits Clerk coordinates informational sessions. Responds to inquires for information and provides forms, instructions, and other enrollment materials to employees. Additionally, Benefits Clerk requires a high school diploma or equivalent. Typically reports to a supervisor. The Benefits Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Benefits Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
The responsibilities of the Retirement Plan Services Manager revolve around supporting retirement plan sponsors and participants, ensuring smooth operations. Below is a general overview of responsibilities:
Client Support:
Plan Administration:
Financial Analysis:
Education and Communication:
Collaboration:
Documentation and Reporting via Redtail CRM.
Continuous Improvement:
Overall, the role of a Retirement Plan Services Manager involves a blend of client support, plan administration, financial analysis, education, communication, collaboration, documentation, and continuous improvement to ensure the effective management of retirement plans and the satisfaction of plan sponsors and participants.
Qualifications:
* Associate degree and 2 years of similar work experience, preferably in the financial services industry
* Securities Series licensed is a plus; 6 or 7 and 63
* Professional in demeanor and appearance, have excellent phone, writing and communication skills
* Proficient in Microsoft Office including Excel, Word, and Outlook as well as experience utilizing and maintaining a CRM system – Redtail Technology
* Candidates must demonstrate exceptional attention to detail, strong problem solving, critical thinking, time management, organizational, interpersonal, and customer service skills
* The ability to handle multiple responsibilities and consistently follow high standards of business/professional ethics when dealing with others and performing work activities is mandatory
* Must be Dependable, self-motivated and personable
* A positive attitude, flexibility in daily activities and an ability to work independently or collaboratively are a must
* Ability to travel by car; mainly in the state of Missouri (travel reimbursement is provided based on standard mileage rates)
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
Schedule:
Work Location: In person
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