Administration
Palmer Group has a great administrative opportunity on a contract basis! We have partnered with this reputable financial client to hire a Processor. If this opening interests you, apply now!
Responsibilities:
- Process 1035 exchange and transfer of assets letters and follow up on the exchanges and assets
- Respond to and resolve customer service requests in a prompt and efficient manner
- Learn and interpret IRS regulations affecting qualified retirement plans and 1035 exchanges through procedure manuals, IRS Publications, bulletins, etc.
- Process internal and external phone transfers
- Process and respond to emails
Requirements:
- Associates degree required
- Strong attention to detail
- Empathy and compassion for others
- Basic computer skills and ability to type around 60-75 words per minute
- Able to thrive in a dynamic environment
- Solid customer service skills/phone skills
- Great attitude and a passion for learning
- Ability to produce results
- Demonstrate accountability and dependability
Work Model:
- On-Site
- Monday – Friday
- 8:00 AM – 4:30 PM with a 45-minute lunch
Interested and qualified candidates can contact Maddie Hodgson at (515) 225-7000 or mhodgson@thepalmergroup.com.
Palmer Group offers our valued temporary and contract employees Health, Dental, and Vision insurance on the 1st of the month after 60 days of employment. These plans are fully compliant with the Affordable Care Act standards. Click here for a complete list of Palmer Group’s benefits, or contact your Palmer Group representative to learn more.
Ref: JOB-44995