Retirement Services Specialist - Processing

About the role

Vensure Employer Solutions, a provider of HR technology, managed services and business process outsourcing, is hiring a Retirement Services Specialist - Processing. The role manages accurate, timely processing of payroll contribution submissions and participant transaction requests for 401(k) plans, working with internal teams, recordkeepers and clients to resolve discrepancies and maintain data integrity. Regular on-site attendance is required.

Key responsibilities

• Respond to participant inquiries by phone and email and resolve escalated calls from the call center
• Track and process incoming payroll contribution submissions, and review, process and approve participant transaction requests per plan rules
• Conduct identity verification for transactions and monitor contribution files for errors or discrepancies
• Maintain detailed records of processing and issue resolution in the ticketing system
• Communicate with clients about missing or incorrect payroll data and follow up on corrections
• Assist with reconciliation of contribution data and deposits, and support audit and compliance efforts
• Process incoming mail and deposits related to contributions and transactions
• Participate in process improvement projects, attend webinars and training, and build relationships with colleagues

Required profile

• High school diploma or equivalent preferred; relevant certifications or training also considered
• Two years of client-facing customer service and relationship management experience required
• Payroll or employee benefits administration, including 401(k) administration, preferred
• Preferred credentials: ASPPA or NIPA, or willingness to earn one within 12 months

Required skills

• Computer operations, accurate data entry, file management and navigation of software platforms
• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint)
• Ability to read policies, procedures and technical documentation, and to write clear reports and correspondence

What we offer

• Medical, dental and vision health insurance
• 401(k) with company match
• Paid time off, holidays, parental leave and sick leave as required by state law
• Life insurance, disability coverage, EAP, FSA, HSA, identity theft protection and other insurance options