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IFS Support Specialist

Kforce Finance and Accounting St. Petersburg Contractor
Competitive
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RESPONSIBILITIES:

Kforce has a client seeking and IFS Support Specialist in St. Petersburg, FL. Summary: The IFS department (AKA Institutional Fiduciary Solutions) is currently undergoing a new initiative. This initiative essentially involves taking 13,000 retirement plans and reaching out to their associated Financial Advisor. The Financial Advisor needs to decide if they want to continue managing their clients' retirement plans OR having the Home Office manage the clients' retirement plans. This is what the 6 Customer Service Associates are currently doing. Responsibilities:
  • Review all of the necessary documents and Retirement agreements to ensure all of the pertinent information (i.e. signatures, contributions, demographic information, etc.) is correct and up-to-date
  • Document any missing data or data discrepancies - relay this information to the Customer Service Associates so they can follow-up with the associated Financial Advisor to gather the missing / correct information
  • Perform various tasks as-assigned

REQUIREMENTS:

  • Minimum High School diploma or equivalent, Bachelor's degree is a plus
  • At least 2 years of recent data entry, auditing, or document review experience
  • Experience within the financial services or retirement planning industry is a huge plus
  • Basic skills with Microsoft Excel - ability to create spreadsheets, copy / paste data, add/remove columns and rows
  • Strong data entry skills while maintaining high accuracy - a pre-screening data entry test is not required but it is encouraged
  • Very high attention to detail
  • Professional written and oral communication skills
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Recommended skills

Retirement Plans
Data Entry
Retirement Planning
Customer Service
Finance
Financial Services
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Job ID: FANRC1836929

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Kforce is a professional staffing and solutions firm specializing in the finance and accounting functional areas of general accounting, audit services, SEC reporting, periodic financial close and tax preparation support. From CFOs and controllers with Big 4 experience to entry level transactional accounting positions, Kforce has been matching job seekers and employers since 1962. We are committed to “Great People = Great Results” and offer exciting job opportunities with top finance and accounting companies across the United States. Kforce continues to look for experienced finance and accounting professionals to join our team of great people! 

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