• Competitive
  • Temporary
  • Overland Park KS, US Overland Park JOHNSON USA 66211
Job Ref: JO000106519
Sector: IT
Date Added: 06 October 2020

QA / Document Specialist

Our client, Empower Retirement, is seeking a contract Participant Quality Assurance Specialist is responsible for researching and verifying participant transactions, as well as items that are not in good order. This is a remote six-month contract position.

What you will do

  • Contact current participants to verify retirement plan withdrawal requests and correct requests that are not in good order

  • Develop extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules

  • Compose emails and letters for items not in good order

  • Prioritize and complete all applicable processing in accordance within departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements

What you will bring

  • Bachelor's degree in Business, Finance, or 2 years of directly related experience in cash/financial experience

  • Previous retirement operations experience or 6 months in a related position

  • Proven customer service and phone skills

  • Attention to detail

  • Demonstrated leadership ability and decision-making skills

  • Intermediate MS Word, Excel and Outlook skills

  • FINRA fingerprinting upon hire

  • FINRA 6 registration permitted, but not required

  • Please submit your MS Word resume with application

  • Six-month contract commitment

Related terms: retirement services, financial services, document management, document specialist, clerical, data entry, 401k, 403b, 457, retirement plans, retirement operations, investments, mutual fund, proofing, document review

Corestaff Services is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Corestaff Services is not associated with Core Staffing Services, Inc. which operates in the New York metro area.

01/11/2020 12:00:00
USD 0.00 0.00
Contact Consultant:
Laura Correll

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