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Customer Service Representative


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Company

Pension Corporation of America

Description

Perfect Entry Level Position Recent college graduate or successful college experience.Strong administrative work experience. Gain knowledge and experience in Retirement Plan AdministrationOn the job training provides the employee hands on experience.Industry Education sponsored by PCA through ASPPA (America Society of Pension Professionals and Actuaries) provides the employee the Certification and Designation needed for career in Retirement Plan Administration. Education/Experience Bachelor's degree or equivalent work experience helpful.ASPPA Designation helpful or desire to achieve ASPPA Credentials.Retirement planning industry or financial services industry experience valuable. Job Requirements Strong attention to detail and excellent clerical skills.Ability to work independently.Ability to prioritize tasks.Strong problem solving, decision making, and analytical abilities. Knowledge/Skill Working knowledge of Microsoft: Excel, Word, Access, & Outlook.Ability to navigate several different software programs simultaneously and ability to learn pension-related industry software. Responsibility Answer participant phone calls and emails for account balances, retirement plan provisions, processing transfers and exchanges.Entering Enrollment/Beneficiary Forms.Create and mail PIN Letters.Mailing Fund Change Memos and other mass mailings.Mail Confirmation Statements.Sending out Distribution Packets.Checking the Distribution and PIN logs daily.Logging Distributions.Running loan and hardship calculators .Assists in daily duties of plan administration.Other duties as assigned.

Pension Corporation of America (PCA), a national retirement plan administration and consulting firm, specializes in providing plan design, daily administration and investment advisory services. Locally owned and a member of Alliance Benefit Group, PCA is positioned to provide customized administration, investment and employee communication services to plan sponsors in the local Cincinnati and Dayton areas. PCA is conveniently located 5 minutes from downtown Cincinnati near Eden Park. Visit our website www.pencorp.com
Posted Date
09/06/2018

Listing ID
67473173
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