Transactions Processor – Retirement

Job not on LinkedIn

🔥 10 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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National Benefit Services, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1986

👥 HR Tech

🤝 B2B

HR Tech • B2B

National Benefit Services, LLC is a U. S. -based firm that provides administration and management services for employer-sponsored employee benefit plans (such as retirement plans and other workplace benefits). The company works with employers to administer benefits, compliance, and recordkeeping, acting as a third-party administrator and service provider to businesses rather than individual consumers.

📋 Description

• Process participant transactions such as distribution and loan requests and enrollment processing • Interact with participants and various plan contacts via phone and email • Maintain appropriate documentation of all client interactions • Work closely with the team as a member of the Retirement Department • Attend team, department, and company trainings • Learn, understand, and implement IRS code and DOL regulations applicable to retirement plans • Learn current processes and provide feedback for increased efficiencies as appropriate • Contribute to a positive team environment • Meet or exceed required Key Performance Indicator (KPI) levels in all measured areas • Perform other duties as assigned by the Supervisor or Director

🎯 Requirements

• General computer abilities with various types of software applications • Proficient with Microsoft Suite, particularly Outlook, Word, and Excel • Highly motivated, hard-working, and positive attitude • Strong typing and 10-key skills • Highly attentive to detail and accuracy • Exemplary customer service skills both on the phone and via email • Bilingual useful; Spanish language preferred • Professional verbal and written communication • High School Diploma or equivalent • Must be able to remain seated for the majority of work time • No travel associated with this position

🏖️ Benefits

• Wonderful working environment with opportunities for growth • Full-time or part-time work schedule options • Fully remote work • Flexible working hours in the employee's time zone: 8 AM–5 PM, 8 AM–12 PM, or 12 PM–5 PM, Monday through Friday