Retirement Specialist Hybrid

3 weeks ago


New York, United States IT Accel Full time
Job DescriptionJob Description

Primary Responsibilities

  • Conduct yearly reconciliation for death benefit payments.
  • Generate weekly meeting reports using departmental data and analytics.
  • Review and input tax withholdings for members, ensuring compliance with IRS regulations.
  • Handle daily annuity estimate requests efficiently.
  • Assess, calculate, and establish monthly annuity payments accurately.
  • Make decisions on retirement benefit distribution approvals or denials.
  • Reconcile stale-dated distribution payments with banks and manage returns to trust.

Qualifications/Position Requirements

  • Proficiency in Excel required.
  • Strong analytical, math and data-entry skills
  • Series 6 license (a plus)

Benefits

  • 100% paid medical, dental and vision benefits
  • 13% 401k match
  • Pension
  • Bonus

 

Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from all qualified individuals regardless of race, religion, gender, sexual orientation, age, disability, or any other legally protected status.

Company DescriptionIT Accel, Inc. is a New York-based IT placement firm committed to the development of contract and permanent technology professionals. Our placement services provide top IT executives, IT managers, and technical professionals to some of the world’s most respected corporations.Company DescriptionIT Accel, Inc. is a New York-based IT placement firm committed to the development of contract and permanent technology professionals. Our placement services provide top IT executives, IT managers, and technical professionals to some of the world’s most respected corporations.

  • New York, United States AGMA Health and Retirement Funds Full time

    Job DescriptionJob DescriptionIf you are passionate about employee benefits, highly motivated, goal oriented, enjoy working and winning as a team, and are eager to deliver exceptional customer service to talented union members, then we’re looking for you! The American Guild of Musical Artists (AGMA) is the labor union of the finest singers, dancers and...


  • New York, United States AGMA Health and Retirement Funds Full time

    Job DescriptionJob DescriptionIf you are passionate about employee benefits, highly motivated, goal oriented, enjoy working and winning as a team, and are eager to deliver exceptional customer service to talented union members, then we’re looking for you! The American Guild of Musical Artists (AGMA) is the labor union of the finest singers, dancers and...

  • Retention Specialist

    3 weeks ago


    New York, United States VillageCare Full time

    Retention Specialist -Bilingual Chinese/Cantonese/Mandarin (Hybrid)VillageCareMAX - 112 Charles Street, New York, NY 10014 COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE! VillageCare is looking for a self-motivated and Bilingual Retention Specialist to join our team. The Retention Specialist will conduct forward and appropriate efforts...

  • Retention Specialist

    4 weeks ago


    New York, United States Village Care Full time

    Job DescriptionJob DescriptionRetention Specialist -Bilingual Chinese/Cantonese/Mandarin (Hybrid)VillageCareMAX - 112 Charles Street, New York, NY 10014COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE!VillageCare is looking for a self-motivated and Bilingual Retention Specialist to join our team. The Retention Specialist will conduct...

  • Retention Specialist

    2 weeks ago


    New York, United States Village Care Full time

    Job DescriptionJob DescriptionRetention Specialist -Bilingual Chinese/Cantonese/Mandarin (Hybrid)VillageCareMAX - 112 Charles Street, New York, NY 10014COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE!VillageCare is looking for a self-motivated and Bilingual Retention Specialist to join our team. The Retention Specialist will conduct...


  • New York, United States Consilium Partners360 Inc Full time

    Recruitment Specialist-Full Time NY Metro Region Hybrid Remote/In Office We are seeking a full-time recruitment specialist to join our team, working a hybrid schedule of remote/in person at an industry-leading healthcare facility in Upper Manhattan to provide metric-driven results to our healthcare client. Excellent professional and personal opportunity to...


  • New York, United States Vestwell Full time

    Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...


  • New York, United States Vestwell Full time

    Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...


  • New York, United States Moog Full time

    Moog is a performance culture that empowers people to achieve great things. Our people enjoy solving interesting technical challenges in a culture where everyone trusts each other to do the right thing. For you, working with us can mean deeper job satisfaction, better rewards, and a great quality of life inside and outside of work. Our team is looking for...

  • Client HR Specialist

    3 weeks ago


    New York, United States Clear Employer Services Full time

    Description CLEAR Employer Services, a PEO and payroll service bureau, has an outstanding opportunity for a full-time HR Specialist at our corporate headquarters in Langhorne, PA. CLEAR seeks an experienced multi-jurisdictional HR Specialist to perform client HR service in its fast-paced environment. In this role, you will be the designated HR point of...


  • New York, United States Nespresso Full time

    Specialist Media Planning (Hybrid) - At Nespresso, we place people and specialty coffee at the heart of what we do. As part of our team, you'll be empowered to inspire, care, act, and innovate to reach your full potential and reimagine what coffee can be. As a certified B Corporation, we're committed to driving our triple bottom line - People, Profit, and...

  • HEDIS Specialist

    3 weeks ago


    New York, United States ProKatchers Full time

    Position: HEDIS Quality Reviewer/ Clinical Quality Reviewer Duration: 03+ months contract (Possible extension) Location: Manhattan, NY 10004 Shift :: 9:00am- 5:00pm (Hybrid) Job Description: The primary function of the Clinical Quality Reviewer is to assess and audit medical charts for compliance with a focus on HEDIS, QARR, Medicare...


  • New York, United States Nespresso Full time

    Field Service Engineering Specialist (Hybrid) - At Nespresso, we place people and specialty coffee at the heart of what we do. As part of our team, you'll be empowered to inspire, care, act, and innovate to reach your full potential and reimagine what coffee can be. As a certified B Corporation, we're committed to driving our triple bottom line - People,...

  • Benefits Specialist

    2 weeks ago


    New York, United States Springer Nature Full time

    **Date**:May 8, 2024 **Location**: New York, US **Company**:Springer Nature Group **About Springer Nature Group** The Benefits Specialist will be responsible for the day to day administration of all US benefits and retirement programs including leaves of absence for a 700+ US population. The Benefits Specialist will be proficient and knowledgeable in...


  • New York, New York, United States Willis Towers Watson Full time

    Job DescriptionHIRING LOCATIONS: PHILADELPHIA, PAThe BusinessCreate your future. Join our Retirement consulting team in providing expertise in retirement consulting to support global organizations in optimizing the effectiveness of their employee retirement. Whether a client has a defined benefit pension or a defined contribution plan, we work with them to...


  • New York, United States IT Accel Full time

    Job DescriptionJob DescriptionPrimary ResponsibilitiesConduct yearly reconciliation for death benefit payments.Generate weekly meeting reports using departmental data and analytics.Review and input tax withholdings for members, ensuring compliance with IRS regulations.Handle daily annuity estimate requests efficiently.Assess, calculate, and establish monthly...


  • New York, United States AGMA Health and Retirement Funds Full time

    Job DescriptionJob DescriptionDuration: Temporary Position (1-Month Contract), with potential for extensionHourly Rate: $21/hourContract Type: 1099Work Hours: 10:00 AM - 6:00 PM (1-hour lunch break), Monday to Friday (35 hours/week)Location: In-Office Position Only (No Remote)Start Date: ImmediateOverview: We are seeking a skilled and detail-oriented Project...


  • New York, United States Marsh & McLennan Companies Full time

    Marsh Mc. Clennan is seeking candidates for the following role that which can be seated hybrid in any local office:Parametric Specialist. What you can expect:This is a multifaceted role in a rapidly growing field, with an opportunity to contribute t Specialist, Business Services, Solutions, Insurance, Internal

  • Firewall Specialist

    3 weeks ago


    New York, United States HRUCKUS LLC Full time

    Veteran Firm Seeking a Firewall Specialist for a Hybrid Role based in Brooklyn, NY My name is Stephen Hrutka. I lead a Veteran-owned consulting firm in Washington, DC, focused on strategic sourcing, supply chain management, and IT Staffing. We are seeking a Firewall Specialist for a hybrid role to support the New York City Government. The ideal candidate...

  • Firewall Specialist

    3 weeks ago


    New York, United States HRUCKUS Full time

    Veteran Firm Seeking a Firewall Specialist for a Hybrid Role based in Brooklyn, NYMy name is Stephen Hrutka. I lead a Veteran-owned consulting firm in Washington, DC, focused on strategic sourcing, supply chain management, and IT Staffing.We are seeking a Firewall Specialist for a hybrid role to support the New York City Government.The ideal candidate is a...