Participant Services Assistant
Found in: Talent US C2 - 2 weeks ago
EXPERIENCE OUR CULTURE JOIN OUR TEAM
Recognized as a "Best Place to Work" for the 7th year in a row, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Participant Services Assistant in our Retirement Plan Services department. We are currently seeking a professional candidate to provide support to our clients and our Retirement Plan Services Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
A DAY IN THE LIFE OF A PARTICIPANT SERVICES ASSISTANT:
As a Participant Services Assistant you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle inquiries within established guidelines.
In addition, as a Participant Services Assistant you will utilize your organizational & clerical skills and attention to detail to assist in the production, preparation and tracking of client correspondences and information such as:
- Primary department contact for participant communication
- Contact Retirement Plan Services clients regarding plan information and documentation
- Accurately transcribe correspondence and written reports for delivery to clients
- Prepare special mailings
- Entering distribution requests and related fee information
QUALIFICATIONS FOR A PARTICIPANT SERVICES ASSISTANT:
- 2 year degree Associates Degree or 2 years relevant experience preferred
- Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
- Excellent organizational and communication skills are required.
- Passion for providing superb customer service
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
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