Under general supervision provide outstanding customer service to clients by processing remittances within the Company standards and IRS regulatory guidelines for various retirement plan accounts.

Responsibilities

  • Prepare remittances promptly, accurately and independently, consistently meeting or exceeding strict quality and timing standards for an assigned group of clients.

  • Assure participants funds are invested within the same day preventing market risk for Transamerica.

  • Negotiate solutions that balance the needs of the customer and Transamerica with direction from Remittance Specialists and/or Management.

  • Provides cooperative, courteous, responsive service and information to Plan Administrators and Account Consultants with daily remittance items, creating positive working relationships.

  • Assist assigned clients daily on remittance related processes and regulations.

  • Represent the remittance process during client meetings for assigned caseload.

  • Create appropriate documentation for all remittance related transactions. 

  • Apply technologies, techniques, and procedures to accomplish business area goals and objectives. 

  • Maintain a variety of assignments effectively and demonstrate the ability to adjust for changing priorities. 

  • Interpret error messages and apply appropriate error resolution.

Qualifications

  • 1-2 years business education or equivalent experience required. 

  • Must have strong analytical/problem solving skills. 

  • Ability to differentiate between various retirement products. 

  • Excellent verbal/written communication skills needed. 

  • Must be able to balance remittances and work well with numbers. 

  • Must be able to work independently. 

  • Promote a positive attitude throughout the team, among peers, and other departments.

Preferred Qualifications

  • Prior pension experience preferred with a strong understanding of retirement plan regulations and how these apply to remittance processing. 

  • Skills Advantage Work Ready Certificate, Optional. 

  • Should have strong PC skills and be familiar with Microsoft office products such as Word and Excel.

Working Conditions

Work from Home/Remote.

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

Compensation:

The salary for this position generally ranges between $30,000 - 40,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 6%