Job Description

·            DO YOU HAVE A BACKGROUND IN PROFESSIONAL CUSTOMER SERVICE OR PAYROLL?

·            ARE YOU LOOKING FOR AN EXCITING NEW CAREER WITH UNLIMITED PROFESSIONAL CAREER GROWTH OPPORTUNITIES?

·            DO YOU ENJOY CRITICAL THINKING, PROCESS DEVELOPMENT AND INTERACTION WITH PROFESSIONALS TO PROVIDE SUPERIOR CUSTOMER CARE?

·            ARE YOU LOOKING FOR A COMPANY WHERE THE CONCEPT OF TEAMWORK AND COLLABORATION IS A REALITY?

·            IF SO, YOU MIGHT WANT TO LOOK AT FIDUCIARY OUTSOURCING!

A FEW KEY DETAILS ABOUT US:

·         We’re still a small team — but there are plenty of meaty challenges to tackle and bountiful opportunities to make a real impact and grow your career. This is a hybrid position--2 days in the office and 3 days at home.

·         Our key executives have been around the block and understand the importance (and sustainability) of true work-life balance. We work hard and smart and manage to have real lives outside the office.

• We offer great salaries, and comprehensive, competitive benefits.

We’re looking for a CUSTOMER SERVICE REPRESENTATIVE, specializing in the loan and distribution process. Retirement Plans can allow for distributions while still working, including but not limited to hardship distributions as well as allowing for loans to be taken. Distributions can be applied for, upon an employee’s termination as well.

The main responsibilities include:

·         Log into email and recordkeepers a few times each day gathering all the applications since the last time checked.

·         Confirm the information to see if the applied for distribution/loan is allowed; check vesting; check whether participant is terminated or active, depending on the type of distribution requested

·         Carefully follow written instructions

·         Provide service to other team members as needed and time allows

This position is a growth position – the hope would be for this individual to grow within the company as their knowledge and experience increases.

Qualified Candidates will have:

·         High school diploma or equivalent;

·         Two or more years of Customer Service experience;

·         Excellent communication skills (both verbal and written), including active listening;

·         Strong attention to detail, with superior analytical skills;

·         Ability to handle frequent interruptions;

·         Proficient computer skills with the ability to learn new software; and

·         A keen sense of humor!

Check out our website at www.316fiduciaries.com for more information about our company.  We are committed to providing our clients with a high level of service; this position is responsible for representing that commitment.  If you think you have “the right stuff,” and are interested in being considered as a candidate to join our team, please send your resume and cover letter (WITH SALARY EXPECTATIONS), using ZipRecruiter’s resume submittal tool.  No phone inquiries, please.  Principals only.  We look forward to hearing from you!

Fiduciary Outsourcing is an Equal Opportunity Employer.

Company Description

Fiduciary Outsourcing, LLC is an organization that provides retirement plan administration for qualified retirement plans throughout the US. Our team of retirement plan experts are uniquely qualified to step in as plan fiduciary and assume the liability of the plan’s administrative functions. We take the guesswork out of being a plan administrator by applying over 150 years of collective experience and expertise to ensure retirement plans are run efficiently and correctly.