About this role
Role Overview
- Manage complex divorce inquiries and QDRO transactions.
- Review and analyze legal documents for accuracy and compliance with regulations, including ERISA, IRS guidelines, and institutional requirements.
- Identify service gaps and recommend improvements to enhance the customer experience.
- Balance and prioritize multiple assignments.
- Ensure compliance with legal documentation requirements such as joinders and child support orders.
- Conduct research and maintain thorough documentation of QDRO processes.
- Provide timely follow-ups and deliver a high level of service to internal and external customers.
- Collaborate with internal teams and external stakeholders to remove barriers to settlement.
- Serve as the primary liaison, answering inquiries and providing clear explanations of settlement options and procedures.
- Conduct regular follow-ups with parties to ensure understanding and progress.
- Assist in completing required forms and gathering necessary documentation.
- Address and resolve any challenges or delays in the settlement process, escalating complex issues as needed.
- Educate participants and alternate payees (ex-spouses), about their entitlements and guide them in making informed decisions.
- Advocate on behalf of participants and alternate payees (ex-spouses) when issues arise that require additional support or attention.
Requirements
- Bachelor's Degree Preferred
- 3+ Years required; 5+ Years preferred
- Series 6 or 7; Series 63 and home state Life & Health insurance license
- Experience in the financial services, or legal industry
- Knowledge of the divorce settlement process
- Excellent organizational and multitasking abilities
- Strong interpersonal skills with the ability to handle sensitive situations with empathy and professionalism.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings