process flow , 401K, Databases, US Retirement Services, NIGO rules, Money Out processes, Immediate Annuity, Hardship withdrawal determination and payments, Required Minimum Distributions, plan implementation, Plan document, COPIS, Spreadsheets, Lump Sum Distribution, Deferred Annuity, Client Service Management, Inservice withdrawal, Process Documentation, Defined Contributions, 403B, Loan payoff, Rollover out, Data Entry, process maps, Complex Distributions, Survivor benefit, child support

Strong service sales or collection orientation, Excellent communication skills in written and verbal English, Multi-skilled to handle both inbound and outbound calls, Basic Computer Skills, Ability to manage conflicts and solve problems