Plan Support Administrator
2 weeks ago
DescriptionThe Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. Responsibilities include providing outstanding customer service to plan participants, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan enrollments, and collaborating with plan trustees and annuity providers to ensure seamless distribution processes. The Plan Support Administrator reports directly to the Manager of Plan Support.Duties & Responsibilities:Answer support contact line while providing exceptional service to clients and plan participants (averaging 20-30 calls per day).Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops.Systematically manage multiple inquiries and craft communications for clients and plan participants across various channels (telephone, email, fax, mail, etc.).Proactively process enrollment and distribution requests upon receipt while meticulously maintaining and updating database records.Verify client and participant documentation for accuracy and completeness, resolving discrepancies as needed to ensure compliance.Effectively coordinate with clients, partners and internal departments via phone and email to address all product issues and provide necessary research, problem solving, and support; seeing complex problems through to resolution.Develop and maintain relationships with clients, trustee, annuity representatives, and plan participants to become their provider for information and resources related to their retirement plans.Perform other duties and special projects as assigned.Perform at a level to meet and sustain department metrics and expectations.Maintain a professional demeanor.RequirementsBachelor’s degree or equivalent experience preferred.1-3 years experience in customer service required, preferably in a financial setting.Must be at ease with public speaking and display professionalism.Confident in delivering presentations and engaging with audiences.Excellent time management, prioritization with multitasking, and problem-solving skills.Superior interpersonal and analytical skills.Must be proficient with Microsoft Office Suite.Ability to compose/proof original correspondence: letters, email, etc.Ability to work without direct supervision, and efficiently manage tasks and time.Being bilingual in Spanish is a big plus. #J-18808-Ljbffr
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Plan Support Administrator
7 days ago
Newport Beach, CA, United States Public Agency Retirement Services Full timeThe Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. Responsibilities include providing outstanding customer service to plan participants, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan...
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Plan Support Administrator
3 days ago
Newport Beach, CA, United States Public Agency Retirement Services Full timeThe Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. Responsibilities include providing outstanding customer service to plan participants, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing early retirement incentive plan...
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Plan Support Administrator
2 weeks ago
Newport Beach, United States Public Agency Retirement Services Full timeDescription The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan Support Department. Responsibilities include providing outstanding customer service to plan participants in both English and Spanish, conducting orientations, facilitating workshops, processing participant separations and withdrawals, managing...
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Bilingual Plan Support Administrator
2 days ago
Newport Beach, United States PARS | Public Agency Retirement Services Full timeBilingual Plan Support Administrator - Pension Customer Service Join to apply for the Bilingual Plan Support Administrator - Pension Customer Service role at PARS | Public Agency Retirement Services 2 days ago Be among the first 25 applicants Job Description The Plan Support Administrator is instrumental in carrying out the core responsibilities of the Plan...
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Bilingual Plan Support Specialist
2 weeks ago
Newport Beach, United States Public Agency Retirement Services Full timeA financial services organization in Newport Beach seeks a Plan Support Administrator to deliver exceptional customer service to plan participants. The role requires bilingual proficiency in Spanish, with responsibilities that include processing inquiries, conducting orientations, and managing relationships with clients. Candidates should have strong...
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Service Planning Administrator
2 weeks ago
Long Beach, United States Long Beach Transit Full timeJob Overview Thank you for your interest in working for Long Beach Transit. We are hiring, and all LBT job applications must be submitted online through our career's website. Long Beach Transit (LBT) is dedicated to connecting communities and moving people, making everyday life better. Our vision is to be a leading provider of transportation options,...
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Administrative Assistant: Office Support
2 weeks ago
Newport Beach, United States SOS Insurance Full timeA leading insurance service provider is seeking an Admin Assistant to support the team in Newport Beach, California. Responsibilities include drafting correspondences, scheduling appointments, and greeting guests. Ideal candidates will have previous administrative experience and excellent communication skills. This is an entry-level, full-time position...
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Administrative Assistant: Office Support
2 weeks ago
Newport Beach, United States SOS Insurance Full timeA leading insurance service provider is seeking an Admin Assistant to support the team in Newport Beach, California. Responsibilities include drafting correspondences, scheduling appointments, and greeting guests. Ideal candidates will have previous administrative experience and excellent communication skills. This is an entry-level, full-time position...
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Service Planning Administrator
4 weeks ago
Long Beach, United States Long Beach Transit Full timeJob OverviewThank you for your interest in working for Long Beach Transit. We are hiring, and all LBT job applications must be submitted online through our career's website.Long Beach Transit (LBT) is dedicated to connecting communities and moving people, making everyday life better. Our vision is to be a leading provider of transportation options,...
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Newport Beach, United States O'Melveny & Myers LLP Full timeA prestigious law firm in Newport Beach is seeking a full-time Assistant to provide administrative support and exceptional client service. The ideal candidate will be proactive, with at least 2 years of experience in a legal or professional services environment, and be proficient in MS Office. This role demands strong organizational skills and the ability to...
