This role is in office with a starting pay of $20.00 per hour
Position Summary

Nexus is one of the largest retirement plan administrators within California. We offer all of the passionate customer service you get with a small organization paired with the efficiency of state-of-the-art and automated administration. Our team is growing every week, and we need some help.

The Participant Support Services Representative will multi-task, prioritize, and effectively communicate the Retirement Plan Benefits of each participant they speak with on the phone. A qualified candidate will be able to nurture and advocate for each diverse individual they encounter and demonstrate competence and expertise in the benefits we offer.
Essential Functions

• Projects include:
  • Benefit processing for terminated participants.
  • Loan documents for active participants.
  • In-service distributions for active participants.
  • Post administration distributions to non-responsive participants.

• Duties related to processing:
  • Taking calls from active or terminated participants regarding all benefit processing.
  • Making calls to participants and plan contacts regarding all benefit processing.
  • Accessing Vendor websites for balances and participant data.
  • Accessing Datair/FTW for balances and participant data.
  • Accessing PenChecks for balances and participant data.
  • Calendar follow up functions (for example, force out, cleanup of non-responders, etc.).
  • Creating Excel spreadsheets as needed for monitoring progress of projects.
  • Uploading Back up and pertinent documents related to benefit processing.
  • Follow up with PenChecks for reporting necessary to complete administration projects.
  • Corresponding with administration teams for clarification of projects and/or issues.
    

Requirements

• Excellent written/verbal and mathematical skills.
• Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards.
• Must be a team player, exhibit a good work ethic.
• Initiative, creativity, and energetic active engagement in all work responsibilities.
• Able to learn quickly on the job.
• Assisting the client with the completion of the proper documents to process their distribution.
• Expected to be flexible and adaptable while working in a fast-paced environment.
• Have discretion regarding the sensitive information regarding distributions and personal information.
• Demonstrated professional business skills and demeanor.
• Excellent problem solving and decision-making skills.
• Strong organizational and research skills.
• Displaying outstanding professionalism and etiquette when interacting with clients and staff members.
• Good telephone manners/skills.
• Self-motivated, and organized.
• A positive, friendly, and outgoing attitude required.
• Reliable, responsible, honest, and trustworthy.
• Professional attitude and professionalism.