Participant Services Assistant
Trust Point Inc.
- La Crosse, WI
- Permanent
- Full-time
- Primary department contact for participant phone calls
- Contact Retirement Plan Services clients regarding plan information and documentation
- Accurately transcribe correspondence and written reports for delivery to clients
- Prepare special mailings
- Entering distribution requests and related fee information
- 2 year degree Associates Degree or 2 years relevant experience preferred
- Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
- Excellent organizational and communication skills are required.
- Passion for providing superb customer service