Service Deliverables Specialist Jobs

Strong organizational and time management skills.

Ensures timely updates and submission of all dashboard indicators and charts for review by the management team.

Project Management - Coordinates projects; Communicates changes and progress; Completes projects on time.

Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness; Monitors own work to ensure quality.

At least two years of clerical/administrative work experience or equivalent combination of education and experience required.

Maintains and manages electronic and hardcopy of contract deliverable files.

Intermediate knowledge of retirement plan administration, including retirement plan regulations for participant mailings.

Intermediate system knowledge of Excel, Salesforce, PACE, Workfront, and vendor-related systems.

The resource will be using Excel- VLOOKUPS and Salesforce Marketing platform.

Provides advanced-level support to internal service team members and oversees participant deliverables processes.

Performs a variety of tasks to ensure participant, plan sponsor and advisor expectations are met.

Familiar with billing invoice reconciliation and budgeting.