Job Title

Retirement Representative (403(b)) Consultant (Multiple roles) | Southwest Chicago suburbs (Hybrid)*One position will be temp-to-hire, the other will be temporaryOur client, an institutional investment management firm, offers solutions for health benefits, retirement plans, risk management, and consulting. They are hiring two (2) Retirement Representatives to support 403(b) plan administrators and participants by managing enrollments, contribution reporting, administrative tasks, inquiries, and compliance. One position will be temp-to-hire, while the other will be temporary. These roles are part of the firm's Retirement Planning Services division and will follow a hybrid work schedule: 3 days in-office per week.Responsibilities:Serve as the primary contact for plan administrators and employees, provide guidance on 403(b) plan features, enrollment, and account managementRespond to inquiries via phone, email, and fax, ensuring timely and professional assistanceEducate plan administrators and employees on retirement benefits, plan rules, website tools, and financial wellness resourcesAssist with onboarding new employers, ensuring a smooth transition into the contribution reporting processOversee new participant enrollments, including data entry, error resolution, and SSN verification with employers when discrepancies ariseManage contribution reports, including late reports, corrections, forfeiture balances, reconciliations, and lost earningsWork closely with internal teams to resolve account discrepancies, processing errors, and participant/employer concernsMaintain accurate records by saving and organizing enrollments, contribution reports, and other key documents in the Document Storage LibraryRequirements:1+ years of experience in retirement services, financial planning, or financial customer service1+ years of experience with 403(b) and/or 401(k) plans and retirement regulationsStrong analytical, communication, and interpersonal skills with the ability to explain complex financial concepts clearlyProficiency in Microsoft Word and advanced Excel skills, including knowledge of MacrosExcellent organization, time management, and prioritization skillsStrong critical thinking and problem-solving abilitiesThe target hourly pay rate for the temporary position will range between $23 and $27 per hour.