Summary:
Perform recordkeeping and administrative responsibilities for the Northwestern Mutual home office and field retirement plans. Ensure accurate benefit illustrations and participant data within established service-level timeframes.
Primary Duties & Responsibilities:
- Creates precise benefit quotes for retirement plan participants using automated and semi-automated procedures.
- Processes and verifies retirement benefit transactions to ensure accurate participant data and segregation of duties.
- Utilizes existing spreadsheet tools to determine participant-level data adjustments.
- Responds to questions from Human Resources and Field Rewards clients regarding work output and basic operations of retirement plans.
- Independently identifies and researches questionable data, resolving the majority of issues without escalation.
- Participates in ad hoc projects and completes other team-specific responsibilities.
Knowledge, Skills, Abilities:
- Associate degree in business or equivalent combination of education and coursework
- Minimum 3-5 years of related work experience, preferably with retirement benefits
- Strong analytical skills with a focus on numerical detail
- Ability to grasp the interconnectedness of team workflows
- Strong organizational and planning skills
- Excellent written and verbal communication skills
- Strong time management skills and ability to prioritize work
- Proficiency in MS Excel and Windows
Compensation Range:
Pay Range - Start:
$23.36
Pay Range - End:
$43.38
Geographic Specific Pay Structure:
165 - Structure 110 (Non-Exempt): 25.68 USD - 47.69 USD 165 - Structure 115 (Non-Exempt): 26.86 USD - 49.88 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups