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Retirement Plan Fees and Billing Coordinator
Great West Financial
Denver (Dtc), CO, United States
Job Details - this job has expired, please see similar jobs below
Position Highlights
Would you like to be a part of one of America's leading financial services firms? Great-West Financialis the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. UnderEmpower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.
Our over 5,000 associates across 40 locations across the country provide world class service to:
30,000+ employer sponsored retirement plans
8 million+ employees participating in their employer-sponsored retirement plan
467,700+ individual life insurance and annuity accounts
$460 billion+ total assets under administration
The Fees and Billing Coordinator is responsible for the basic understanding of fee structure and system functionality of all Retirement Services lines of business.
Primary Responsibilities
• Responsible for the support and processing of daily activities.
• Review information in relevant system(s) for accuracy and to prevent risk related to errors.
• Respond to internal staff requests for information.
• Provide exceptional customer service to internal Empower Retirement staff members via phone and electronic media.
• Other duties as assigned.
Qualifications
• High School degree or GED, or equivalent work experience
• FINRA Series 6 permitted, but not required
• FINRA fingerprinting required
• Two (2) years of related experience MS Office skills and basic excel skills preferred
• Strong attention to detail
• Results oriented with ability to effectively handle multiple tasks/work responsibilities at the same time
• Excellent proactive communication skills with ability to interact with all levels of staff and management
• Strong problem resolution skills and understanding of when to escalate a matter
• Ability to work within prescribed deadlines and in a team environment
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
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