Zelle HR Solutions is looking for a Retirement Plan Distribution Associate for a client in Lincoln, NE. In this position the individual will get to work at one of the top rated places to work in the nation. If you enjoy working with great people in a great environment this position is for you.
Position Summary and Essential Functions
- Responsible for providing customer service and information by phone and email to retirement plan participants, benefits administrators, and colleagues about the defined contribution and defined benefit pension plans.
- Processes and reviews routine/system-generated and more complex distribution transactions and related requests including option form requests, estimates, calculations, loan payments, SERPs, 401(k) QDROs, etc.
- Provides knowledge and expertise to team members and others across the organization and serves as a first level of escalation for issues that arise at a lower level.
- Is resourceful and collaborative in adhering to call volume standards while maintaining the highest standards of quality service to internal staff and the membership.
"We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age."