Retirement specialist Jobs in Phoenix, AZ

Location :

2727 N Central Ave, Phoenix, Arizona 85004 United States of America

Working under the Finance department, the Retirement Benefits Intern will work with the Retirement Benefits team to assist with the search for lost and missing participants in the U-Haul 401(k) Plan and Employee Stock Ownership Plan and ensure that they receive the retirement funds that they are entitled to. The ideal candidate will have strong organizational, communication, and interpersonal skills, as well as someprior experience with Excel.

This role will be entirely in-office at the U-Haul corporate headquarters in Midtown Phoenix, Arizona with an expected schedule of approximately 15 hours per week.

Responsibilities :

Make a high volume of outbound calls to potential missing retirement plan participants

Clearly explain the program and reason for calling to former Team Members and beneficiaries with varying levels of understanding and background knowledge of retirement savings

Use Excel to maintainaccurate and complete records of all calls made and the results of each

Handle sensitive information according to strict confidentiality standards

Maintain composure in the rare case of a call recipient being hostile or uncooperative

Send out USPS certified mail and use Excel to accurately track and report responses and results

Skills & Abilities :

Excellent interpersonal and communication skills

Comfortable with making outbound calls and occasionally receiving follow-up communications

High levels of precision and attention to detail

Working knowledge of Microsoft Office software, especially Excel

Self-motivated and able to manage longer-term workloads and goals

Punctual and reliable; able to stick to an agreed upon work schedule

Able to work well and coordinate within a team

Willingness to learn new skills and industry background knowledge

Multi-lingual communication skills (especially Spanish) not necessary but a plus

Candidates currently in high school or college are both welcome to apply

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are : Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.