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Associate Participant Services Administrator

Associate Participant Services Administrator

Greenleaf TrustKalamazoo, MI, USA
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

What's This Job All About?

The Associate Participant Services Administrator is responsible for providing account support to retirement

plans administered by Greenleaf Trust. Account support is provided by responding to calls, texts, emails and

live chats. Additionally, there is an opportunity to support division initiatives towards continuous

improvement. This role offers an opportunity to develop knowledge and skills needed to grow in the retirement

plan industry. The role is primarily performed on-site in the Kalamazoo office.

What You'll Be Doing

  • Obtaining a basic understanding and knowledge of :

Retirement plan types and fundamentals of plan design

  • Basic retirement plan rules and regulations
  • Providing excellent quality of client service
  • Relius software system and retirement plan website
  • Be a front-line resource for participant services :

    • Respond to the majority of daily help center inquiries

  • Protect personal participant information and use due diligence to identify any fraudulent

    • account attempts

  • Educate participants on their plan rules and design along with general retirement plan concepts
  • Accurately perform participant requests such as investment trades, distributions and loans
  • Manage returned participant mail and make proactive attempts to obtain correct addresses
  • Assist with outgoing mail
  • Assist with creating, customizing and editing participant materials as needed
  • Research and monitor retirement industry trend

    • What You Need for this Position :

  • Bachelor's Degree and / or one or more years of experience in financial services preferred.
  • Minimum of one year of customer service experience in any industry required.

    • DEI Commitment :

    Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself,

    and the communities in which we serve. We continue to seek opportunities to give back and serve, work to

    ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold

    the same expectations.

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    Service Administrator • Kalamazoo, MI, USA