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Description

Job Title: Retirement Plan Associate

Work Environment: Hybrid (3 days onsite, 2 days WFH after training)

Training: 8 weeks onsite

Equipment: Laptop provided

Job Summary

The Retirement Plan Associate will support the Retirement Plan Services department by processing forms and performing basic transactions such as rollovers, internal transfers, and death certificates. This is primarily a back-office role with minimal phone interaction.

Must-Haves

+ Candidates must be local to St. Petersburg, FL; Southfield, MI; or Memphis, TN.

+ Potential for full-time conversion based on performance, attendance, and headcount.

+ At least 2 years of recent experience in financial services, ideally retirement planning OR recent graduates with a Bachelor’s in Finance or related field and some professional experience.

+ Experience using CRM software preferred.

+ Call center experience preferred.

+ Strong data entry skills with high attention to detail.

+ Alpha-numeric data entry assessment required: Minimum 5500 KPH and 85% accuracy. Include scores on top of resume.

+ Clear and professional written and verbal communication skills.

+ Ability to navigate multiple systems using dual monitors.

+ Proficient in Microsoft Office Suite (Excel, Outlook, Word).

+ Quick learner with ability to apply multiple processes simultaneously.

+ Proven reliability with minimal attendance/tardiness issues.

+ No upcoming time-off needs during the first few months (busy season).

Key Responsibilities

+ Respond to email inquiries regarding issues.

+ Process forms and perform basic transactions (rollovers, transfers, death certificates).

+ Diagnose issues and provide client-driven solutions that meet IRS regulatory requirements.

+ Interpret rules and regulations and apply retirement plan knowledge.

+ Conduct audits of account activity to ensure compliance.

+ Review client requests for corrections and guide branch personnel on resolution.

+ Maintain knowledge of retirement plan rules and regulations through training and resources.

+ Communicate and resolve issues with internal departments.

+ Review daily productivity reports to evaluate performance.

Experience Level

Entry Level

Job Type & Location

This is a Contract position based out of Southfield, MI.

Pay and Benefits

The pay range for this position is $23.00 - $23.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Southfield,MI.

Application Deadline

This position is anticipated to close on Dec 22, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.