Back office Bogotá - Gestión documental only background callcenter

Descripción de la oferta

Solvo Global is hiring a Plan Transfers Specialist! Are you a bilingual professional (Advanced Conversational English C1) looking for a unique opportunity to grow in the 401(k) industry? This role is perfect for detailoriented, organized, and proactive talent ready to make an impact! Join an amazing team supporting clients as they transition their 401(k) plans from a previous thirdparty administrator (TPA) to a new provider. If you thrive in documentation, communication, due diligence, and deadline management this is your next big step! What Youll Do Send legal merger documents (Board Resolution, Merger Agreement, Letters of Instruction, enrollment forms) Support distribution of Department of Labor 30day Blackout Notices Notify the PEO about transfer requests Code plan information in Relius and email internal departments Manage transferin/out caseloads in SIMIS & Salesforce Respond in English to new or prior TPAs within SLA timelines Communicate via email/phone with internal and external clients Coordinate receipt of prior 401(k) plan documents Perform duediligence reviews of Adoption Agreements, SPDs, Basic Plan Documents & compliance testing Gather fund and source-type data for final accounting files What You Need Advanced English level (C1) required Excellent communication skills (written & verbal) Strong Microsoft Office skills (Word, Excel, Outlook) Extremely detailoriented and selforganized Ability to meet deadlines and manage a fastpaced workload Able to work independently with minimal supervision 2+ years of experience in financial services, administrative roles, paralegal work, or similar CRM experience Salesforce highly preferred 401(k) industry experience preferred but not required Schedule Monday to Friday 8:00 AM 5:00 PM EST Location Colombia Monthly Compensation COP $3,050,000 Dont miss out on this unique bilingual opportunity! If youre ready to grow your career, apply today or tag/share with bilingual friends or family who would be a great fit! Lets connect exceptional talent with exceptional roles!

Requerimientos

• Educación mínima: Bachillerato / Educación Media
• años de experiencia
• Idiomas: Inglés

Palabras clave: oficina, call, callcenter, teleoperador, telefonista, telephonist, telefonico

Ayer (actualizada)

Acerca de SOLVO S.A.S

Somos un equipo que busca conectar los mejores talentos con las mejores empresas internacionales, principalmente, de Estados Unidos, las cuales están enfocadas en sectores como Recursos Humanos, Nómina, Servicio al Cliente, Finanzas, Servicios Legales, Marketing, Ventas, entre otros. Brindamos las mejores experiencias laborales para ofrecer los mejores resultados a nuestros clientes.

Aplica ahora y trabaja desde la ciudad de Medellin, Bogotá, Barranquilla, Bucaramanga y Cali.

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