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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in coordinating complex system changes related to retirement plan design, ensuring accuracy in recordkeeping and compliance with quality standards. Proficient in client service and communication, with strong organizational and problem-solving skills.
Highest-signal resume keywords
Retirement Plan DesignRecordkeeping System ManagementMicrosoft Office ProficiencyFinancial Services ExperienceAttention 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
Retirement Plan FeaturesSystem Changes CoordinationData AnalysisQuality ReviewStandard Operating Procedures
Soft Skills
Multi-taskingProblem-solvingTeam CollaborationTime ManagementVerbal Communication
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft Outlook
Industry Keywords
Financial ServicesClient ServicesPlan SponsorsThird Party AdministratorsOperational Teams
About the role
Key responsibilities & impact- Coordinate and oversee setup of complex system changes related to retirement plan design and features
- Analyze requests for completeness and ensure features are properly set up in the recordkeeping system
- Review work items and coordinate with operational teams to process requests accurately
- Collect or receive work from Plan Sponsors, Third Party Administrators, intermediaries, and Client Services associates
- Assign work to operational departments for completion
- Coordinate setup or removal of retirement-plan products or features
- Review completed work for quality standards
- Complete processing steps according to standard operating procedures
- Follow up on outstanding issues with internal functional areas
- Provide status updates on in-progress setups and deliver customer service
- Assist client-facing teams with plan questions or issues by joining client and internal meetings
- Complete internal recordkeeping system changes and maintenance
- Service all segments of the Client Services organization
- Assist with research and long-term projects
- Perform other assigned duties
Requirements
What you’ll need- Bachelor’s Degree is a must
- 1-2 years of experience in the financial services industry
- Proficient in Microsoft Office, including Excel, Word, and Outlook
- Ability to multi-task, prioritize, and problem-solve effectively
- Proven ability to work effectively within a team and individually
- Strong attention to detail
- Excellent time management
- Excellent verbal and written communication
- Flexible schedule
Benefits
Comp & perks- Flexible work environment
- Fluid career paths
- Internal mobility opportunities
- Well-being and work-life balance support
- Welcoming and inclusive work environment
- Volunteering opportunities