Full time
Sentry
Remote (El Paso, TX, USA)
Supports the operational needs of the 401k line of business by processing and/or reviewing client transactions, participating in the setup and maintenance of plans, and responding to customer inquiries and needs. Ensures that plans are compliant and transactions are completed accurately and timely. What You’ll Do: As an Operations Support Technician – 401K associate you will… Process transactions and facilitates plan/customer data management validating client data and funding while maintaining and creating participant census data. Respond to questions from customers, producers, and supporting units. Prepares, maintains, reviews, and analyzes plan documents and electronic records ensuring that each customer plan administration is compliant according to the plan document. Collaborates with other 401K units to meet client needs while providing sales support from point of sale to ongoing plan administration. Supports operations and service teams with...
