Transaction Coordinator

Job Description

*Remote Position.

Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.

Responsibilities:

Process Tier II transactions, which includes Tier I transactions as needed

Mentor Level I TCs, assisting with training as needed

Serve as PPAs for preferred providers, keeping procedures updated for these providers ensuring both internal efficiency and high quality service for our clients

Maintain high standard of quality work and production goals, both individually and as a team

Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff

Keeps current on procedures, laws, and other facets that may impact processing

Participation in key projects as assigned

Outstanding TRA Corporate Citizen dedicated to maintaining TRA's reputation at all times in the communities we touch

Perform other job related duties or special projects as required

Qualifications:

One year of related experience, higher education, or any equivalent combination of experience and knowledge

Customer service experience

Strong verbal and written communication skills

Knowledge of Microsoft office programs and basic math skills

Must be engaged and able to work with people at all knowledge levels

Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment

Full-time

Fully remote