401k Support Associate

INTRUST Financial Corp

Wichita, KS

JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Banking Services, Business Development, Call Centers, Communication Skills, Customer Support/Service, Detail Oriented, Documentation, Federal Laws and Regulations, Genetics, Microsoft Excel, Microsoft Outlook, Microsoft Product Family, Microsoft Word, Organizational Skills, PC (Personal Computer) Systems, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Retirement Plan, Retirement and Pension Management, Risk Management, State Laws and Regulations, Time Management, Writing Skills
LOCATION
Wichita, KS
POSTED
5 days ago

At INTRUST Bank, People Come First. Guided by strong character qualities-such as respect, compassion, humility, positivity, and initiative-we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You'll find an environment where you're encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

Job Summary: Responsible for assimilating and recording participant requests and answering questions. Performs back up support for NestEggU Recordkeeping. Provides this support in a prompt, courteous, accurate and timely manner to ensure participant satisfaction and manage risk. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's Character Qualities.

Essential Functions:

  • All expectations described in the job description's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.
  • Respond to all telephone and electronic participant inquiries and execute accurately in a fast-paced environment.
  • Required to make independent decisions in resolving participant issues; may occasionally escalate problems and complaints and execute appropriate follow-up.
  • Provide clear and concise documentation of inquiries and subsequent resolutions.
  • Assist in initiatives to support the Plan Administration Group of INTRUST Retirement.
  • Additional responsibilities include, but are not limited to, assistance with Recordkeeping Administration and supporting Recordkeeping staff.

Education and Experience: Associates Degree or equivalent vocational training, retirement plan administration, or 1-3 years banking and/or customer service experience. Call center experience is preferred.

Required Skills and Knowledge: Must be proficient in the use of Microsoft applications, i.e., Word, Excel, Outlook, etc. Must have excellent oral and written communication skills in addition to organizational and analytical skills. Must be detail oriented and have strong problem-solving skills.

Required Licenses and/or Certifications: None.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification.

About the Company

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INTRUST Financial Corp