Retirement Plan Services Representative II en SchoolsFirst FCU
SchoolsFirst FCU · Santa Ana, Estados Unidos De América · Onsite
- Professional
- Oficina en Santa Ana
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Retirement Plan Services Representative IIThe pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$24.20 - $35.09Scheduled Weekly Hours:
40- Responsible for coordination of the day-to-day administration for a group of retirement plans, including Individual Retirement Accounts, Deferred Compensation Plans (457), State Teachers Retirement System and 403b plans.
- Responds to telephone and written inquiries to provided information to Members/Participants.
- Answer questions and convey information regarding the provisions of the plans.
- Handles routine inquiries by branches/departments and Members/Participants.
- Process retirement account transfers, rollovers, trustee-to-trustee transfers, and distributions. Authorize 403(b)/457(b) salary reduction agreements, loans, distributions and exchanges.
- Responds to inquiries and requests from school district offices, understands laws, IRS Rules and Regulations governing retirement plans.
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
- High School Diploma or GED required
- 1-3 years of previous related experience preferred
- Retirement Account Experience preferred
- High proficiency with Microsoft Office, especially Excel and Access or other database program
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
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