Our Cherry Hill client is seeking an associate with solid microsoft office and possibly benefits/retirement background for their location in South Jersey.
To prepare Retirement Plan documents. To Amend the documents as needed and to followg up with clients to obtain signature pages for documents and properly process the signature pages.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Timely Preparation of Documents using Relius Document software
- Timely amending of plan documents using templates found in Word
- Following or proper procedure for obtaining signature pages from clients within specific parameters
- Processing or returned plan documents signature pages through Feith workflow
- Manage assign call center tickets as assigned
- Keep current by attending courses related to the department