Rollover Specialist - Consultant(Remote)

Posted 14 days agoViewed

💎 Seniority level: Junior, 2+ years

📍 Location: United States

💸 Salary: 30.0 - 35.0 USD per hour

⏳ Experience: 2+ years

🪄 Skills: SQLData AnalysisCommunication SkillsMicrosoft ExcelCustomer serviceCompliance

2+ years of experience in operations, specifically related to retirement accounts and rollovers.
Strong attention to detail and ability to manage multiple tasks effectively.
Excellent communication and interpersonal skills.
Proficiency in Excel and familiarity with data analysis tools.
Knowledge of retirement plan regulations, including IRS guidelines for rollovers.
Ability to work independently and as part of a team in a fast-paced environment.
Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections. A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.

Provide direct member support to facilitate the seamless rollover of former employer-sponsored retirement plans (401k, 403b, 457, etc.) into Facet retirement accounts
Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
Work closely with members, custodians, and financial institutions to manage the rollover workflow and resolve any issues that arise.
Monitor the status of rollovers and proactively update members on their progress.
Maintain accurate records of transfer requests and member communications.
Identify process improvements to enhance efficiency and member satisfaction.