Financial Services Coordinator
2 days ago
We are seeking a highly skilled and motivated individual to join our team as a Plan Support Specialist. In this role, you will be responsible for ensuring client satisfaction by responding to inquiries from Multiple Employer Plan (MEP) participants.
Key Responsibilities:
- Enter data into recordkeeping, payroll and vendor systems to set-up new 401(k) plans.
- Ensure accuracy of client data and escalate issues to appropriate department to ensure timely set-up.
- Prepare necessary documents for plan set-up and maintain/organize paper documents.
- Handle escalated issues and provide internal support to associates with client issue resolution.
- Performs other related duties as assigned.
What We Offer:
- Competitive salary range: $53,540 - $66,930 per year.
- A comprehensive benefits package, including health, dental, vision and life insurance plans.
- 401(k) Savings plan - with generous company matching contributions (up to 6%).
- Voya Retirement Plan - employer paid cash balance retirement plan (4%).
- Tuition reimbursement up to $5,250/year.
- Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time - 40 hours per calendar year.
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