Administrative Assistant
Description:
New Retirement Account Representative
Financial Services
$22.00 per hour
Monday-Friday, 8:00am-5:00 pm
Columbus, Ohio (onsite)
Temp to Hire
Why You’ll Love This Job:
After being hired on, the following benefits are offered:
Educational Assistance
Subsidized Medical Assistance
Fully paid dental and life insurance
Vacation and Sick leave
Retirement Benefits
On-site fitness center
Pay increase to $22.69
Onsite Paid parking – Garage Parking
What You’ll Do:
Process notifications of member and recipient deaths, researching account records to determine beneficiaries, benefit entitlements, and available payment options
Review member records and family information to identify eligible beneficiaries and benefits payable; prepare and distribute required documentation, including powers of attorney, banking, and tax forms
Analyze returned documentation for accuracy and completeness, and process all benefit payments, including lump-sum and recurring monthly distributions
Determine whether benefits paid or due during the member’s lifetime require adjustment or repayment to beneficiaries, and ensure appropriate payments are issued
Evaluate post-death financial obligations, identify overpayments, and prepare and initiate collection documentation when applicable
Assess eligibility, prepare benefit estimates, and process benefit changes resulting from marriage, divorce, or the death of a beneficiary
Perform related duties as assigned to support the accurate administration of retirement benefits and ensure compliance with applicable policies and regulations
What We’re Looking For:
Minimum of three years of relevant professional experience required
Associate degree in business or a related field preferred
Demonstrated ability to analyze information and accurately apply business rules to process requests, including eligibility determinations and benefit calculations
Strong mathematical and analytical skills
Proven ability to proofread and evaluate written materials for accuracy and completeness
Above-average verbal and written communication skills
Excellent organizational skills with a high level of accuracy and attention to detail
Upload your resume – no cover letter required. Our recruiters will review applications quickly and help connect you to this role and other opportunities.
About Dawson
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