FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in coordinating complex system changes and ensuring accurate setup of retirement plan features within recordkeeping systems. Strong proficiency in Microsoft Office tools and effective communication skills support collaboration with client-facing teams and operational departments.
Highest-signal resume keywords
Bachelor's DegreeFinancial Services ExperienceMicrosoft Office ProficiencyAttention To DetailTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Multi-TaskingPrioritizationProblem-SolvingTeam CollaborationVerbal CommunicationWritten Communication
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft Outlook
Industry Keywords
Recordkeeping SystemPlan DesignRetirement PlansClient ServicesOperational Teams
About the role
Key responsibilities & impact- Coordinate and oversee the setup of complex system changes related to plan design and features
- Analyze requests for completeness and ensure features are properly set up within the recordkeeping system
- Review work items and collaborate with operational teams to facilitate requests accurately
- Collect or receive assigned work from Plan Sponsors, Third Party Administrators, intermediaries, and Client Services associates
- Assign work to other operational departments for completion
- Coordinate the setup or removal of products or features for retirement plans in the recordkeeping system
- Review returned work to ensure quality standards are met
- 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 maintain customer satisfaction
- 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 support
- Work-life balance
- Welcoming and inclusive work environment
- Volunteering opportunities
- Flexible schedule