Money Out Operations Coordinator-Retirement
reputed company is dedicated to providing financial opportunities for individuals and communities. As a Money Out Operations Coordinator, you will be responsible for providing customer service support, processing and reconciling transactions, and ensuring accuracy in account information.
Responsibilities
- Process transactions reputed company to operations' functions. Reconcile and verify accuracy of information. Refer incoming information to other staff members as appropriate
- reputed company customer service to clients. Answer and resolve customer complaints and questions in an efficient and friendly manner
- Communicate problems to associates in other areas. Follow up to ensure issues are resolved and communicated to customers in a timely manner
- Monitor accounts and reports for accuracy. Communicate status of transactions to clients. Reconcile account information. Document and summarize information for team members
- Participate in training and ongoing professional development
- Other duties as assigned
Skills
- 2 years post-secondary business-reputed company education or equivalent work experience
- Basic knowledge of company products
- Solid decision-making and problem-solving skills
- Strong oral and written communication skills
- Ability to work independently as well as in reputed company
- Detail oriented
Benefits
- Health, dental, reputed company and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Company Overview
Company H1B Sponsorship