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What are the key skills and qualifications needed to thrive as a Planmember, and why are they important?

A Planmember, typically referring to a participant in an employee benefits or retirement plan, does not denote a professional job title with required skills and qualifications. Therefore, there are no specific core skills, technical tools, certifications, or soft skills associated with this designation as a career role. If you are seeking information about a specific profession or position, please provide a recognized job title. Accurate identification of the job title is essential for outlining the relevant qualifications and skills needed for success.

What is the difference between Planmember vs Claims Processor?

AspectPlanmemberClaims Processor
Required credentialsHigh school diploma or equivalent; some roles may require insurance or healthcare certificationsHigh school diploma or equivalent; familiarity with insurance policies
Work environmentOffice setting, healthcare or insurance companyOffice setting, insurance or healthcare organization
Employer & industry usageInsurance companies, healthcare plansInsurance companies, healthcare providers

Planmembers typically work in healthcare or insurance companies managing their own health plans, while Claims Processors handle insurance claims processing, verifying coverage, and ensuring accurate payments. Both roles require knowledge of insurance policies and work in similar environments, but their responsibilities differ significantly.

What are Planmembers?

Planmembers are individuals who are enrolled in a specific benefits or retirement plan, typically offered by an employer, union, or other organization. These members participate in the plan to receive benefits such as retirement savings, health coverage, or other financial advantages. The term 'planmember' is most commonly used in the context of retirement plans like 401(k)s, 403(b)s, or pension plans. Planmembers may have access to investment options, financial guidance, and other resources provided by the plan administrator. Their rights and benefits are determined by the plan's specific rules and regulations.

What are some common challenges Planmembers face when managing their retirement accounts, and how can they overcome them?

Planmembers often encounter challenges such as understanding complex plan options, keeping track of changing contribution limits, and making informed investment decisions. To overcome these hurdles, it’s helpful to regularly consult plan documentation, attend informational sessions provided by plan sponsors, and seek guidance from financial advisors. Staying proactive with account reviews and utilizing online tools offered by plan administrators can also empower Planmembers to make confident choices for their retirement goals.
Pershing Desk Lead

Pershing Desk Lead

PlanMember Financial Corporation

Carpinteria, CA

Full-time

Retirement

Posted 23 days ago

Job description

Company Description

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with advisors, affiliates and Financial Centers located across the United States. 


Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. 


An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember Model Plan offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. 


PlanMember's three operating subsidiaries are PlanMember Securities Corporation, PlanMember Services Corporation and PlanMember Advisor Corporation. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.

Specialties

Retirement planning for nonprofits, for-profits and associations, IRA and non-qualified Investment & Savings Program, 403(b) and 457(b) Model Plan Program, Plan administration & compliance, Retirement Income Program, Local Union Retirement Income Program

Great Company, Wonderful Culture, Fantastic Benefits and Amazing Co-workers. Check out our website www.Planmember.com

Job Description

JOB TITLE: Pershing Desk Specialist

STATUS: Non exempt

REPORTS TO: Director of Trading Platforms

DEPARTMENT: Service Center


JOB SUMMARY: Dedicated Pershing/trade specialist. This representative will answer incoming calls and provide exceptional service and support to Planmember advisors and their clients, service our partners and our clients. Daily responsibilities will involve problem resolution, account research, account maintenance, trading and possible margin and option issues. In addition, the ideal candidate will have an understanding of order management systems, Pershing NetX is desired. The successful candidate will demonstrate an ability to interact with business partners, platform support and services, and have a thorough grasp of the technical as well as business aspect of any given issue.

MAJOR DUTIES/RESPONSIBILITIES:

Answer phone calls and provide comprehensive support involving

- Account Maintenance/Information 

- Products

- Platforms (NetX, SaveDaily and Planmember)

- Retirement Plans

- Distributions

- Application/paperwork issues (NIGO)

- Transfers

- ACH set up

- Web Support

- Trading

- Tax issues

- Commissions

- New business

Accurately enter securities transactions

Approve or reject trades based on compliance and house rules

Outbound calls for NIGO issues and margin/debit issues

NetX360 knowledge with ability to train new reps on platforms

Monitor platform for issues with trades, paperwork and cashiering

Work closely with Director to perform additional related duties as requested



Qualifications

JOB REQUIREMENTS: 


Series 7, 63 required. 65 is desired.


Strong Order Management System knowledge, NetX360 a plus, 1 year or more of experience desired.


Trading and market knowledge and experience


Compliance experience/knowledge


Strong listening skills


Collaborative


Proficient at Word and Excel


Detail oriented


Extremely responsive to client needs


Proactive and solutions oriented


See client issues through to completion

Additional Information

All your information will be kept confidential according to EEO guidelines.

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