Specialist Plan Changes

Empower Geographics Inc

**
2-4 years business related experience
Recordkeeping system expertise
Irs code knowledge (401k, 403b)
** Empower Geographics Inc is seeking a Specialist in Plan Changes to manage complex client requests related to financial plans. The role requires expertise in recordkeeping systems and IRS codes, emphasizing teamwork, innovative thinking, and a commitment to quality assurance. **

Job Summary

  • The primary responsibility involves fulfilling complex plan change requests initiated by clients within a flexible work environment.
  • Team members must adhere to strict timelines while handling tasks such as adding money types, setting up disbursement rules, and updating vesting eligibility.
  • The Senior Representative acts as a mentor, assisting with training new hires and creating best practices for the team.

Matching Summary

Match Score: 75

** Empower Geographics Inc is seeking a Specialist in Plan Changes to manage complex client requests related to financial plans. The role requires expertise in recordkeeping systems and IRS codes, emphasizing teamwork, innovative thinking, and a commitment to quality assurance. **

Skills & Requirements

Must-have

  • 2-4 years business related experience
  • Recordkeeping system expertise
  • IRS code knowledge (401k, 403b)
  • Plan level setup and maintenance
  • Time management skills

Nice-to-have

  • Mentoring new hires
  • Creating best practices
  • Innovative problem solving
  • Dual monitor multitasking
  • Flexible work environment

Key Requirements

  • Bachelor's degree in business-related field
  • Minimum 2 years recordkeeping system experience
  • Understanding of IRS codes and retirement plan rules

Work Rights

Not specified

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