Defined Benefit Administration Associate

Peoplr is seeking a Retirement Services Specialist for our client, October Three, an entrepreneurial, team-oriented financial services company on a mission to improve the way people retire. This job is ideal for lifelong learners who are passionate about helping others achieve financial success and are looking to grow their careers in a stable, lucrative industry. The Retirement Services Specialist is a full-time, regular, onsite role.

What You’ll Do (Key Responsibilities)

As a Retirement Services Specialist you will…

• Provide prompt customer support to clients, participants, internal resources, and third parties across multiple offices and virtual work environments through inbound and outbound phone calls
  
• Address questions regarding retirement plan provisions, benefit calculations, and payment elections
  
• Explain basic retirement plan concepts to pension plan participants
  
• Handle back-office plan administration and processing duties such as reviewing participants’ elections
  

Compensation & Benefits

• Competitive salary and performance-based bonuses
  
• Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, and a cash balance pension plan
  
• Ample opportunities for growth and professional development
  

Required Qualifications

• 1+ years of work experience in a contact or call center (strong preference for retirement call center experience)
  
• Strong critical thinking and decision-making skills
  
• Proven ability to handle and prioritize multiple tasks simultaneously with excellent time management abilities
  
• Proficiency with technology including Microsoft Office and network drives
  
• Stellar communication, customer service, and empathy skills; able to go “off script” to support clients’ needs
  
•  High quality standards and strong attention to detail
  
• High school diploma or equivalent
  

Preferred Qualifications

• Demonstrated analytical abilities with a penchant for math
  
• Associate or bachelor’s degree in related field 
  

About October Three

October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development. 

All positions at October Three Consulting require an applicant who has accepted an offer to undergo a background check. Background checks may include some or all the following: SSN validation, education verification, employment verification, and criminal check. By applying for a position with October Three, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with October Three’s employment policies.