Job Summary
The Service Associate plays a crucial role in delivering administrative and client service support to the Employer Retirement Solutions team, focusing on the management of retirement plan operations and documentation. This position requires effective communication and coordination with clients and third-party vendors to ensure smooth operations.
Responsibilities
- Address client inquiries and provide timely assistance.
- Coordinate with external vendors to facilitate service delivery.
- Maintain and update accurate records for clients.
- Assist in the operations related to retirement plans and manage necessary documentation.
Qualifications
- A bachelor’s degree is preferred for this position.
- Proficiency in Microsoft Office Suite is essential.
- Strong organizational skills are necessary to manage various tasks effectively.
- A basic understanding of qualified retirement plans and ERISA regulations is advantageous.
Trilogy Financial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
