Retirement Plan Service Associate

**Responsibilities:**

+ Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
+ Interprets rules and regulations by applying IRA and IRS knowledge.
+ Assist with various incoming requests for information, through multiple platforms.
+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
+ Carry out standard customer service activities and handle customer inquiries.
+ Conduct data entry and transaction processing into multiple company platforms, review and verify the information to ensure accuracy and accessibility.
+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
+ Maintain files and records.
+ Organize work schedule, each day that a lines with changing priorities of th...