Retirement Plan Services Associate

3 weeks ago


St Petersburg, United States ICONMA Full time

· This person will be responsible for supporting the Retirement Plan Services department with Client.

· The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all)

· Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.

· Reviews daily reports of individual productivity to evaluate personal performance.



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