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Group Retirement 403b Desk – Onboarding

Group Retirement 403b Desk – Onboarding(240000GI)Primary Location : UNITED STATES-RemoteOther Locations : UNITED STATES-NY-SyracuseOrganization : EquitableSchedule : Full-timeDescriptionAt Equitable, our power is in our people.We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?The 403b desk role includes several high-profile functions. In addition to the functions listed below, this position will also include being trained to backup several other functions on the team:• Assist with Onboarding new plans for Vision• Responsible for monthly and/or quarterly reporting for several high-profile plans• Monthly NJHE forfeiture disbursement processing• Assist with Setup of all Participant Managed Accounts• Learn and assist with the process of the conversion of existing ES plans, ensuring a seamless end to end customer experience• Quality Control for various work types, including, but not limited to Equi-vest and E360 Products non-monetary transactions and plan document changes• Back-up loan processing and other processes when needed• Overtime may be required at times to ensure Service Level Agreements are metThe base salary range for this position is $46,000 - $67,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.Equitable Pay and Benefits: Equitable Total Rewards ProgramQualificationsRequired Qualifications:• 1+ years of customer service experience• Working knowledge of Microsoft ExcelPreferred Qualifications:• Ability to think creatively and challenge the status quo• Knowledge of product features• Proactive self-starter; proven ability to work independently with minimal supervision/directionSkills:Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolutionManaging Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.ABOUT EQUITABLEAt Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.• *********Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.NOTE: Equitable participates in the E-Verify program.If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

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At Equitable, we’re a team of over 10,000 strong; all of us committed to helping our clients secure their financial well-being so they can pursue long and fulfilling lives. Today, with longer lives made possible by scientific advances, Americans h...

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Full-time, remote
DATE POSTED
August 10, 2024

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