Transaction Coordinator Job at The Retirement Advantage, Inc. (TRA), Appleton, WI

YVh1enZKMkpEc0dxdkRHY2VLT002eEtITGc9PQ==
  • The Retirement Advantage, Inc. (TRA)
  • Appleton, WI

Job Description

Job Description

Job Description

*Remote Position.
Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.

Responsibilities:

  • Process Tier II transactions, which includes Tier I transactions as needed
  • Mentor Level I TCs, assisting with training as needed
  • Serve as PPAs for preferred providers, keeping procedures updated for these providers ensuring both internal efficiency and high quality service for our clients
  • Maintain high standard of quality work and production goals, both individually and as a team
  • Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff
  • Keeps current on procedures, laws, and other facets that may impact processing
  • Participation in key projects as assigned
  • Outstanding TRA Corporate Citizen dedicated to maintaining TRA's reputation at all times in the communities we touch
  • Perform other job related duties or special projects as required

Qualifications:

  • One year of related experience, higher education, or any equivalent combination of experience and knowledge
  • Customer service experience
  • Strong verbal and written communication skills
  • Knowledge of Microsoft office programs and basic math skills
  • Must be engaged and able to work with people at all knowledge levels
  • Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment

Job Tags

Remote job,

Similar Jobs

Insight Global

Cyber Security Engineer Job at Insight Global

 ...2 times a month) Interview Process: 2 Rounds Required Experience: Minimum of 5 years of related work experience in Cyber Security Significant experience in a cyber-defense role, demonstrated hands on experience with networks, as well as cyber defense tools... 

VineBrook Homes, LLC

Residential Service Technician Job at VineBrook Homes, LLC

 ...RESIDENTIAL MAINTENANCE TECHNICIAN-PROPERTY MANAGEMENT Company Vehicle Provided We are...  ...to perform maintenance on single family homes. Successful candidates will be hard working...  ...at all times. Documentation is done via smart devices such as provided smartphones and... 

Advanced Sciences and Technologies (AS&T)

Engineer Job at Advanced Sciences and Technologies (AS&T)

 ...planning, sprint planning, and scrum ceremonies Designing service-based software architecture Active Secret or Top Secret security clearance Strong communication skills Strong technical documentation skills Able to physically report to College Park, MD or... 

Wonderful Center for Health Innovation

Behavioral Health Therapist Job at Wonderful Center for Health Innovation

 ...Our mission is to transform the paradigm of health and wellness in Californias Central Valley, while dramatically improving health...  ...Therapist will serve as an integral part of our onsite primary care team, responsible for helping patients improve their physical and... 

Net2Source Inc.

Apparel Designer Job at Net2Source Inc.

 ...color design, technical design, development, costing & sourcing, and product line management. Education: A Bachelors degree in Fashion, Materials, Graphics, Product Design, Human Body Design and four (4) years of experience in job offered or in a designer-related...