Offer summary
Qualifications:
Bachelor's degree in related field preferred, Knowledge of retirement plans is a plus, Experience in financial sector advantageous, Solid background in customer service, Experience with data entry.Key responsabilities:
- Obtain necessary client information for annual reports
- Review client documents for completeness and accuracy
- Collaborate with teams for timely 5500 filings
- Navigate high volumes of work independently
- Communicate with clients via email