Specialist, Retirement Services
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses.
We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business.
Our HR solution includes payroll processing, human capital consulting, employment law compliance and employee benefits, including health and retirement plans and workers' compensation.
Our services are delivered by our expert teams of HR professionals and enabled by our proprietary, cloud-based technology platform, which allows clients and employees to efficiently conduct HR transactions anytime and anywhere.
TriNet partners with more than 10,000 clients and 272,000
employees.
We've been on the Inc.
500 5000, a list of the fastest-growing privately-held U.
S.
companies for six consecutive years.
Now we want to add you to our team of more than 1,800 colleagues across the U.
S.
Coordination with Clients and Vendors for plan set-up of the TriNet 401(k) Plans and Client Sponsored Retirement Plans.
Remittance of payroll deferral elections, loan payments and employer matching contributions to plan administrators.
Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance.
ESSENTIAL DUTIES/RESPONSIBILITIES -Coordinate with clients and vendors for retirement plan set-up -Responsible for processing payroll loan repayments -Manage remittance of funds and allocation files to plan administrators -Respond to and/or contact clients, client employees, TriNet colleagues and vendors as directed or required to resolve retirement related inquires, issues or escalations -Manage Work Retirement case queue and department e-mail box -Perform research or audits as needed to identify compliance issues -Complete standard job responsibilities related to TriNet processes and customer service fulfillment -Provide Tier II phone support as needed -Perform User Acceptance Testing (UAT) for Retirement enhancements as necessary -Deliver superior written and verbal customer service -Perform other administrative and data entry tasks in related departments including, but not limited to Flexible Spending Account and Benefits -Work cross-functionally with other TriNet colleagues to deliver exceptional customer service and build cohesive interdepartmental relationships.
-Other projects and responsibilities may be added at the Company/Manager's discretion.
JOB REQUIREMENTS AND
Qualifications Education:
High school diploma and one year certificate from college or technical school; or one year related experience and/or training; or equivalent combination of education and experience.
Training Requirements (licenses, programs, or certificates):
None
Experience:
-Previous experience in Retirement Plan Administration.
-Experience working in a HR Outsourcing/PEO environment a plus -Experience with PeopleSoft HRMS a plus -Proven experience in customer service environment -Related call/service center experience a plus Other Knowledge, Skills and Abilities:
-Must be detail oriented and highly organized -General knowledge of Oracle and Microsoft based applications and databases such as PeopleSoft, MS Office, etc -Excellent written and verbal communication skills -Effective time management and organizational skills -Ability to effectively meet customer needs, taking responsibility for customer satisfaction -Ability to follow established procedures in a timely, accurate manner -Ability to create and comprehend reports and spreadsheets -Ability to maintain effectiveness and professionalism when experiencing change in work tasks and/or the work environment -Ability to work in a fast-paced, team environment and under pressure of deadlines -Excellent collaboration, teamwork and interpersonal skills -Proficiency in Microsoft Office (Word, Excel).
-Fluency in English, bilingual a plus.
Estimated Salary: $20 to $28 per hour based on qualifications.
We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business.
Our HR solution includes payroll processing, human capital consulting, employment law compliance and employee benefits, including health and retirement plans and workers' compensation.
Our services are delivered by our expert teams of HR professionals and enabled by our proprietary, cloud-based technology platform, which allows clients and employees to efficiently conduct HR transactions anytime and anywhere.
TriNet partners with more than 10,000 clients and 272,000
employees.
We've been on the Inc.
500 5000, a list of the fastest-growing privately-held U.
S.
companies for six consecutive years.
Now we want to add you to our team of more than 1,800 colleagues across the U.
S.
Coordination with Clients and Vendors for plan set-up of the TriNet 401(k) Plans and Client Sponsored Retirement Plans.
Remittance of payroll deferral elections, loan payments and employer matching contributions to plan administrators.
Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance.
ESSENTIAL DUTIES/RESPONSIBILITIES -Coordinate with clients and vendors for retirement plan set-up -Responsible for processing payroll loan repayments -Manage remittance of funds and allocation files to plan administrators -Respond to and/or contact clients, client employees, TriNet colleagues and vendors as directed or required to resolve retirement related inquires, issues or escalations -Manage Work Retirement case queue and department e-mail box -Perform research or audits as needed to identify compliance issues -Complete standard job responsibilities related to TriNet processes and customer service fulfillment -Provide Tier II phone support as needed -Perform User Acceptance Testing (UAT) for Retirement enhancements as necessary -Deliver superior written and verbal customer service -Perform other administrative and data entry tasks in related departments including, but not limited to Flexible Spending Account and Benefits -Work cross-functionally with other TriNet colleagues to deliver exceptional customer service and build cohesive interdepartmental relationships.
-Other projects and responsibilities may be added at the Company/Manager's discretion.
JOB REQUIREMENTS AND
Qualifications Education:
High school diploma and one year certificate from college or technical school; or one year related experience and/or training; or equivalent combination of education and experience.
Training Requirements (licenses, programs, or certificates):
None
Experience:
-Previous experience in Retirement Plan Administration.
-Experience working in a HR Outsourcing/PEO environment a plus -Experience with PeopleSoft HRMS a plus -Proven experience in customer service environment -Related call/service center experience a plus Other Knowledge, Skills and Abilities:
-Must be detail oriented and highly organized -General knowledge of Oracle and Microsoft based applications and databases such as PeopleSoft, MS Office, etc -Excellent written and verbal communication skills -Effective time management and organizational skills -Ability to effectively meet customer needs, taking responsibility for customer satisfaction -Ability to follow established procedures in a timely, accurate manner -Ability to create and comprehend reports and spreadsheets -Ability to maintain effectiveness and professionalism when experiencing change in work tasks and/or the work environment -Ability to work in a fast-paced, team environment and under pressure of deadlines -Excellent collaboration, teamwork and interpersonal skills -Proficiency in Microsoft Office (Word, Excel).
-Fluency in English, bilingual a plus.
Estimated Salary: $20 to $28 per hour based on qualifications.
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