Retirement Plan Service Associate

Willenborg Wealth Management

Memphis, TN, US
Base: not specified; bonus/equity: may include dis...
Hybrid
Ira and irs regulatory knowledge
Hybrid work schedule availability
Mandatory overtime november to april
This role involves providing high-quality support by assisting Financial Advisors with escalated inquiries related to retirement plan accounts

Job Summary

  • This role involves providing high-quality support by assisting Financial Advisors with escalated inquiries related to retirement plan accounts.
  • The position requires mandatory overtime from November to April with compensation at 1.5 times the regular hourly rate.
  • Candidates must complete a comprehensive three-month training period including full-time in-office attendance for the first 60 days.

Matching Summary

This role involves providing high-quality support by assisting Financial Advisors with escalated inquiries related to retirement plan accounts.

Salary

Base: Not specified; Bonus/Equity: May include discretionary bonuses or commissions; Benefits: Medical, dental, vision, life insurance, retirement savings, paid time off

Skills & Requirements

Must-have

  • IRA and IRS regulatory knowledge
  • Hybrid work schedule availability
  • Mandatory overtime November to April
  • Full-time office training for 60 days
  • High school diploma required

Nice-to-have

  • Strong problem-solving and critical thinking
  • Collaborative mindset with internal stakeholders
  • Experience with call center software
  • Ability to navigate complex service scenarios
  • Process improvement recommendations

Key Requirements

  • High School Diploma (Required)
  • 13 months to 3 years general experience
  • Knowledge of IRA and Retirement plans
  • US work authorization not specified

Work Rights

Not specified

Tailored Resume

Cover Letter