WoodTrust Asset Management is seeking a motivated, detail oriented person for a Retirement Plan Benefits Processor position in the company’s Wisconsin Rapids, WI retirement plan services department who has a desire to
• provide exceptional client service
• work with a talented and experienced team
• grow with a private, locally owned organization
The retirement plan services group works closely with human resources staff at companies offering retirement plans, plan participants, and external vendors. The Retirement Plan Benefits Processor serves as a liaison between these groups to ensure, among other things, payroll is processed properly and participants receive answers to various questions.
Responsibilities include input and upload of 401k remittance files, accompanying funds transfer and deposit to trust system, distribution packet mailing, plan sponsor and participant call support, file maintenance and problem solving techniques when questions and/or discrepancies arise.
The ideal candidate for this position is self-motivated and enjoys working with people (internal and external) as well as work alone and as part of a team. Many day-to-day functions are originated individually then include other team members and outside contacts to complete the task. The ability to prioritize and organize multiple tasks at the same time, stay on task and manage outstanding items through to completion is essential. This candidate must be willing to deliver a high-level of customer service, dedication and flexibility.
WoodTrust offers a full benefit package, competitive salary and individual/corporate bonus plans.
Mail or email resume to:
Berni Carolfi
WoodTrust Bank
PO Box 8000
Wisconsin Rapids, WI 54495-8000
berni.carolfi@woodtrust.com
Fax (715) 422-0373
Account Services Representative
WoodTrust Bank is seeking a motivated, customer focused person for a full-time Account Services Representative in the company’s Wisconsin Rapids, WI branch who has a desire to:
• provide exceptional customer service
• work with a talented and experienced team
• grow with a private, locally owned organization
The focus of the Account Services Department is to provide quality value added service to our customers by communicating banking information effectively. In this position, good telephone skills and a professional attitude are essential. Effective listening and questioning skills are also essential to solve problems along with the ability to use good judgment when dealing with delicate situations.
This position may also be responsible for backing up the teller area by performing Teller duties on an as needed basis.
The person selected for this position will need to be a problem solver who can research and investigate inquiries in a busy work environment. You must be someone who likes change and has a desire to continually learn and grow.
WoodTrust offers a full benefit package, competitive pay and a corporate bonus plan.
Mail or email resume to:
Berni Carolfi
WoodTrust Bank
PO Box 8000
Wisconsin Rapids, WI 54495-8000
berni.carolfi@woodtrust.com
Fax (715) 422-0373
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