GuideStone

Account Specialist - Retirement

Dallas, TX

Sponsorship not specifiedDetected 4 days ago

ValuationCustomer SupportResearchCommunicationMicrosoft OfficeSharePoint

About the role

We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
The Account Specialist provides exceptional customer service to plan sponsors and participants by using sound judgment to analyze, interpret and process an extensive range of inquiries and transactions.

Analyze, research, manage and process transactions over an extensive range of participant and employer requests, maintaining integrity of confidential financial and personal account data.
Verify that all documentation requirements are met before processing transactions. This includes review of legal documents such as divorce decrees to ensure proper authority exists before transacting business.
Work closely with Brand Management department to update manuals and communication material. This includes making suggestions related to the appearance or wording of a document.

Bachelor's degree or equivalent work experience.
Ability to adapt to a changing environment and handle stress effectively.
Ability to understand a daily valuation environment (i.e. calculating shares, dividends, capital gains, and earnings).
Ability to complete tasks/projects and research as delegated by management.
Basic knowledge of tax reporting concerning distributions, cash withdrawals, or loan defaults, as they apply.
Ability to work comfortably and interact professionally with others in a team environment.
Gain proficiency with GuideStone's recording keeping system, the customer information system and other supporting applications.
Overtime as required and other duties may be assigned.

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
The Specialist is responsible for ensuring compliance with IRS regulations and DOL requirements when administering GuideStone's employer-sponsored retirement plans.
Counsel plan sponsors and participants to resolve issues and provide specific retirement plan financial education.
Assist Retirement Customer Solutions department with overflow calls as needed, ensuring a seamless customer experience.
Collaborate with Legal and Compliance departments to ensure policies and procedures accurately reflect regulations that govern GuideStone's retirement plan administration.
Provide ownership and maintenance for the Retirement Services SharePoint site, for the Retirement Services business recovery documents, letters, forms and for the Retirement Services administration manuals.
Be a resource for all areas of GuideStone regarding Retirement Services communication material.

This listing is sourced directly from GuideStone's careers page and normalized into a canonical job model.