Retirement Plan Services Associate

Retirement Plan Associate (Contract)

Location: St. Petersburg, FL (Hybrid) – 8:30am–5:30pm EST

Pay Rate: $23/hr

Contract: 6 month, potential for extension or direct transition.

The Retirement Plan Associate supports the Retirement Plan Services department. The majority of the role involves processing forms and performing basic transactions such as handling rollovers, internal transfers, and death certificates. Phone interaction is minimal.

• Answer and respond to email inquiries regarding issues
• Process forms and perform basic transactions, such as handling rollovers, internal transfers, and death certificates
• Accurately diagnose issues and provide client-driven solutions that also meet IRS regulatory requirements
• Interpret rules and regulations by applying retirement plan knowledge
• Conduct audits of account activity to ensure transactions meet regulatory compliance
• Review client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
• Maintain knowledge of retirement plan rules and regulations, utilizing internal and external resources and continuous training
• Communicate, research, and resolve issues with other internal departments
• Review daily reports of individual productivity to evaluate personal performance

• At least 2 years of recent experience within the financial services, ideally the retirement planning industry, OR a bachelor’s degree in finance or related field with some professional work experience.
• Experience using a CRM (Customer Relationship Management) software is preferred.
• Experience working in a call center environment is preferred.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a contract position based out of St. Petersburg, FL.

This position is anticipated to close on Jan 22, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.