Retirement Support Specialist

Job Summary

A company is looking for a Retirement Support Specialist.

Key Responsibilities

• Process 401(k) transactions including deferral changes, contributions, distributions, and loans accurately
• Respond to client and employee inquiries and resolve cases within service level agreements (SLA)
• Maintain case documentation and ensure data integrity while supporting compliance through audits and reporting

Required Qualifications

• Prior experience in a fast-paced, customer-facing or administrative support role
• Proven ability to maintain accuracy under pressure and manage shifting deadlines
• Proficiency with Excel, Word, Google Applications, and the ability to learn new systems quickly
• Strong organizational skills with the ability to track, follow up, and deliver on multiple tasks
• Team-oriented mindset with a focus on clear communication and strong follow-through