Talent.com
Retirement Plan Payment Specialist
Retirement Plan Payment SpecialistBlue Ridge Associates • Osseo, MN, US
No longer accepting applications
Retirement Plan Payment Specialist

Retirement Plan Payment Specialist

Blue Ridge Associates • Osseo, MN, US
1 day ago
Job type
  • Full-time
Job description

Join us as a Retirement Plan Payment Specialist at Blue Ridge Associates

Where Accuracy Meets Impact

Put your retirement plan expertise to work helping employees across the country access the benefits they've earned.

Job Type

Full-time

Job Description

Retirement Plan Payment Specialist

  • Maple Grove, MN
  • 401(k) and Pension

At Blue Ridge Associates , we go beyond retirement plan administration — we help people build lasting financial security. As one of the nation's top retirement administration firms, we partner with companies that share success through 401(k), pension, and ESOP benefits. Our mission is rooted in empowering employees to take ownership of their futures — and that starts with making sure they receive the right payments at the right time.

With a nationwide client base and a growing team, we offer a supportive and collaborative work culture with offices across the country — including in Maple Grove, MN , where this position is based.

Responsibilities

Retirement Plan Payment Specialist, you'll play a critical role in ensuring that retirement plan participants receive their benefit payments accurately and on time. Your work supports both the technical and personal side of plan administration — helping employees access the savings they've worked hard to build.

  • Customer Service

    • Respond to questions from clients and referral sources in a timely manner. Be an advocate for

    Blue Ridge Associates in all interactions.

  • Transaction Administration

    • Accurately interpret plan documents to determine eligibility for participant transactions. Intake, review, process, and complete transactions in a timely manner.

  • Plan Administration

    • Coordinate with other service providers. Continually develop and increase knowledge of retirement plan rules and regulations.

  • Company Development

    • Identify opportunities for improvements to our company. Participate in working groups to enhance the organization's work product and internal processes.

    Requirements

  • 3+ years of customer service experience
  • Bachelor's degree preferred (ideally with a concentration in Accounting, Finance, Math, Economics, or Statistics)
  • Provide quick and timely customer service
  • Comprehend and explain complex information to others
  • Aptitude in accounting and math
  • Must be able to quickly address, research, and solve problems
  • Meet deadlines and manage dynamic workloads
  • Demonstrate enthusiasm for learning and professional development
  • Maintain excellent organizational skills
  • Successful completion of a background check

    • What We Offer

  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with contribution
  • Generous PTO for parental leave, vacation and holidays
  • Support for certifications, professional development, and industry association dues
  • A strong team culture with virtual and in-person events, volunteer opportunities, and more

    • Equal Opportunity Employer . Must be authorized to work in the US. Must reside within commuting distance to the Maple Grove, MN office.

    Salary : $20.00 - 24.03 per hour

    J-18808-Ljbffr

    Create a job alert for this search

    Retirement Specialist • Osseo, MN, US