Financial Services Associate

Revolution Technologies - Southfield, MI

Hiring: Financial Services Associate Company: Revolution Technologies Location: Southfield, MI Job Posted Time: 2026-09-16 22:51:52 Employment Type: Contract Target Skills & Keywords : Microsoft Excel, Microsoft Office, Regulatory Compliance About the job Required Skills: •This person will be responsible for supporting the Retirement Plan Services department. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and some phone work will be required based on potential. •Answers and responds to email inquiries regarding issues •Processes forms and performs basic transactions, such as handling roll overs and internal transfers •Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements •Interprets rules and regulations by applying retirement plan knowledge •Conducts audits of account activity to ensure transactions meet regulatory compliance •Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution •Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training Qualifications: •Minimum of a High School Diploma/GED completed, Bachelor's Degree is highly preferred Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!