NRECA Job - 41368725 | CareerArc
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Company: NRECA
Location: Arlington, VA
Career Level: Associate
Industries: Government, Nonprofit, Education

Description

Job Description

Position Summary:
Personal Investment and Retirement Consulting (PIRC) services provides education in the areas of: retirement planning, education planning, investment strategies, review of investment options, quantifying goals, developing customized asset allocations, assessing tolerance for risk, individual retirement account funding/withdrawal/rollover options, retirement plan distribution options/strategies, written retirement plans/review, Social Security, Medicare, and general tax, estate and insurance issues.

Responsible for responding to participant inquiries through the PIRC toll-free line and email inbox. Educate retirement plan participants (current and retired/separated) on a variety of straightforward investment and retirement topics, such as descriptions of 401(k) Plan investment options, explanations of the distribution options under both plans, assisting participants with navigating the NRECA Employee Benefits website, and asset allocation reviews. Direct participants to appropriate internal resources (including other members of I&FS or other NRECA Departments) to answer more complex questions and resolve concerns in a timely fashion. Track status of participant inquiries using a client relationship management (CRM) database. Assist with processing written asset allocation and retirement plans.

Essential Duties and Responsibilities:
• Performs all responsibilities in a manner consistent with exceptional customer service in accordance with the mission statement: “To provide high quality, objective investment and retirement guidance to NRECA member employees, recommending NRECA-sponsored investment products when appropriate to the individual's personal circumstance.”
• Develops and maintains a working knowledge of NRECA's 401(k) Pension Plan and Retirement Security (RS) Plan. Becomes proficient in using internal systems to retrieve participant benefit information and for providing investment education and problem resolution. Becomes and stays current in legal and business developments in the areas of retirement/investment planning, education funding, and personal portfolio management.
• Provides investment and retirement education to participants over the phone and by email in accordance with I&FS Department standards and high-quality customer service. Topics may include, but are not limited to asset allocation and retirement planning strategies; 401(k) Plan account activity, fund objectives, performance and associated risks; RS Plan benefit estimates, formula calculation and distribution options; assisting navigate the NRECA Employee Benefits website. Educates participants on PIRC services and refer them to a Planner or Specialist as appropriate for more in-depth service. When necessary, refers participant inquiries to the appropriate internal resource for proper response, including professionals both inside and outside of the I&FS Department.
• Resolves client requests in a suitable and timely fashion and document conversations in the CRM database. Updates the CRM database with notes and all pertinent information for each participant interaction. Runs weekly reports to ensure all incoming inquiries have received a response and have been properly closed out. As necessary, notify the Planner or Specialist of the referral and track the status of participant inquiries forwarded for their input.
• Participates in individual and team projects as assigned.
• Responsible for the proper security and disposal of any confidential information that he or she may possess in the course of performing this position's job duties, in accordance with NRECA's Personnel & Administrative Policy and HIPAA Privacy and Security Policies & Procedures Manuals.

Direct Reports to this Position:
None

Qualifications

Formal Education Required:
Bachelor's degree in the arts, sciences or business required or 4 years' experience working in the financial services industry. Knowledge of NRECA's retirement programs desired.
Must possess Financial Paraplanner Qualified Professional (FPQP™) designation or other similar financial planning designation such as AAMS®, CRPC®, CFP®, CEBS®, ChFC® or RICP® within 6 months of starting in this position.

Experience and Certifications Required:
3 years of experience in customer service. Experience in or knowledge of general securities, mutual funds, and pension plans as demonstrated by work history, course of study, designations, and/or licenses is required.

FLSA Status: Non-Exempt

Knowledge, Skills and Abilities Required (as demonstrated by prior work experience):
• Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner.
• Ability to organize and manage time, multi-task, operate under pressure and prioritize projects using effective organizational skills.
• Ability to listen and interpret the customer's needs, de-escalate difficult customer calls, while at the same time researching the issue and applying broad business and technical knowledge to meet the customer's satisfaction.
• Ability to use Microsoft Office tools (Excel, Word, Outlook, PowerPoint) in the day-to-day essential duties of the job.
• Ability to operate various office equipment such as personal computer, copier, printer, fax machine, 10-key adding machine, and multiple line telephone.
• Ability to provide service excellence by building relationships, being resourceful, responsive and respectful.
• Interpersonal skills, member service orientation and ability to work in a team environment.

Essential Physical Requirements:
• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
• Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
• If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.
 

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Additional Requirement:

This position requires full COVID-19 vaccination.

The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.  All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.


NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

EEO is the Law. The law requires NRECA to post a notice describing the Federal laws prohibiting job discrimination. For information regarding your legal rights and protections, please click on the following link: EEO is the Law and EEO is the Law Supplement.

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.


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