New

Retirement Plan Specialist

TEKsystems
$23.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Florida, St. Petersburg
Apr 07, 2026
Retirement Plan Services Associate (Contract-to-Perm) Location: Southfield, MI \| Memphis, TN \| St. Petersburg, FL Work Model: Hybrid (On-site training required) Pay Rate: Up to $23/hour (no exceptions) Important Location & Compensation Notice * Local candidates only: Must reside in or near Southfield, MI; Memphis, TN; or St. Petersburg, FL * Contract-to-permanent opportunity based on attendance, performance, and available headcount * Internal conversion pay rate: $23/hour (do not exceed this rate) * Company-provided laptop included Training & Schedule * Training: 8 weeks, on-site * Post-training schedule: Hybrid (3 days in office / 2 days work-from-home) * Shift options: * 8:30 AM - 5:30 PM * 9:00 AM - 6:00 PM Job Summary The Retirement Plan Services Associate will support Raymond James' Retirement Plan Services department by processing retirement-related forms and handling basic account transactions. This is an excellent entry-level opportunity for someone who is detail-oriented and interested in building a career in financial services. The role is primarily back-office focused, with little to no phone work. Key Responsibilities * Process retirement plan forms and basic transactions, including: * Rollovers * Internal transfers * Death certificate processing * Respond to email inquiries related to account and transaction issues * Accurately identify issues and deliver client-focused solutions while ensuring compliance with IRS and regulatory requirements * Apply retirement plan knowledge to interpret rules and regulations * Audit account activity to confirm accuracy and regulatory compliance * Review client correction requests and partner with branch personnel to determine appropriate resolutions * Collaborate with internal departments to research and resolve issues * Review daily productivity reports to track and evaluate personal performance * Maintain up-to-date knowledge of retirement plan rules through training and internal/external resources Qualifications * Entry-level candidates encouraged to apply * Strong attention to detail and organizational skills * Ability to interpret rules, follow procedures, and meet regulatory requirements * Clear written communication skills (email-driven role) * Ability to work independently and in a team environment * Interest in financial services, retirement plans, or compliance is a plus Job Type & Location This is a Contract to Hire position based out of St. Petersburg, FL. Pay and BenefitsThe pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace TypeThis is a hybrid position in St. Petersburg,FL. Application DeadlineThis position is anticipated to close on Apr 20, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.