Coordinator - Retirement Services

Symetra Financial is a family of companies with nearly a half-century of experience providing retirement plans, employee benefits, annuities and life insurance through independent distributors nationwide. The company has more than $20 billion in assets and is owned by an investor group led by White Mountains Insurance Group Ltd. and Berkshire Hathaway Inc.Summary:
Process outgoing withdrawals, transfers, rollovers
10-key, PC and Word familiarity a plus
Ability to work in a team environment, & independently
Responsibilities:
Process all outgoing withdrawals, transfers, rollovers. Process loans. Process internal transfers. Send out loan certificates, past due loan letters, and loans paid in full letters. Process systematic loan payments(EFT), payments and confirmation letters.
REQUIREMENTS
Ability to multi-task under pressure while maintaining attention to detail and accuracy. Strong follow-up and organizational skills. Quick learner on procedures and systems. 10 key, PC, and MSWord familiarity a plus. Ability to work in a team environment, as well as independently.