Administrative Assistant

New Retirement Account Representative

Financial Services

$22.00 per hour

Monday-Friday, 8:00am-5:00 pm

Columbus, Ohio (onsite)

Temp to Hire

Why You’ll Love This Job:

• After being hired on, the following benefits are offered:
• Educational Assistance
• Subsidized Medical Assistance
• Fully paid dental and life insurance
• Vacation and Sick leave
• Retirement Benefits
• On-site fitness center
• Pay increase to $22.69
• Onsite Paid parking – Garage Parking

What You’ll Do:

• Process notifications of member and recipient deaths, researching account records to determine beneficiaries, benefit entitlements, and available payment options
• Review member records and family information to identify eligible beneficiaries and benefits payable; prepare and distribute required documentation, including powers of attorney, banking, and tax forms
• Analyze returned documentation for accuracy and completeness, and process all benefit payments, including lump-sum and recurring monthly distributions
• Determine whether benefits paid or due during the member’s lifetime require adjustment or repayment to beneficiaries, and ensure appropriate payments are issued
• Evaluate post-death financial obligations, identify overpayments, and prepare and initiate collection documentation when applicable
• Assess eligibility, prepare benefit estimates, and process benefit changes resulting from marriage, divorce, or the death of a beneficiary
• Perform related duties as assigned to support the accurate administration of retirement benefits and ensure compliance with applicable policies and regulations

What We’re Looking For:

• Minimum of three years of relevant professional experience required
• Associate degree in business or a related field preferred
• Demonstrated ability to analyze information and accurately apply business rules to process requests, including eligibility determinations and benefit calculations
• Strong mathematical and analytical skills
• Proven ability to proofread and evaluate written materials for accuracy and completeness
• Above-average verbal and written communication skills
• Excellent organizational skills with a high level of accuracy and attention to detail

Apply Today!

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About Dawson

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