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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in processing and quality assurance of wires related to retirement plans, with a strong focus on attention to detail and effective problem-solving skills. Capable of managing multiple tasks in a professional office environment while adhering to established procedures to minimize risks.
Highest-signal resume keywords
Bachelor's DegreeBasic Knowledge Of Retirement PlansExperience With 401(k), 403(b), And 457 PlansExcellent Problem Solving SkillsAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Asset Mapping EntryWire ProcessingQuality AssurancePlan-To-Plan TransfersRefund ProcessingBasic Mathematical Skills
Soft Skills
Analytical SkillsVerbal Communication SkillsWritten Communication SkillsTime ManagementFlexibility
Tools & Technologies
Standard Office EquipmentComputersPhones
Industry Keywords
Retirement PlansMarket RisksGains/Loss Situations
About the role
Key responsibilities & impact- Perform asset mapping entry for less complex wires received from prior record keepers
- Process and quality-assure wires received
- Process daily wires, including pushing money to associated funds
- Coordinate plan-to-plan transfers
- Process residual wires
- Process refunds
- Follow established procedures designed to minimize market risks and gain/loss situations
- Perform QC and posting of wires
Requirements
What you’ll need- Bachelor’s Degree
- Basic knowledge of retirement plans
- Excellent problem solving, analytical and verbal/written communication skills
- Experience working with 401(k), 403(b) and 457 plans preferred
- Ability to multi-task, prioritize, and problem-solve effectively
- Attention to detail
- Excellent time management
- Flexibility to work rotational shifts
- Basic mathematical skills
- Ability to work in a professional office environment
- Ability to use standard office equipment including computers and phones
- Ability to sit for long periods and perform typing, reading, writing, listening, verbal communication, presenting information, responding to questions, problem solving, concentration, and stress tolerance
Benefits
Comp & perks- Flexible work environment
- Fluid career paths
- Internal mobility opportunities
- Well-being support
- Work-life balance
- Welcoming and inclusive work environment
- Volunteering opportunities
