Investment Plan Serv Assistant

Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!

This is a posting for the Investment Planning Services Transfer/Rollover team.

• Processors will be reviewing and handling customer incoming or outgoing transfer or rollovers.
• Processes customer transactions with a high level of accuracy, following standard policies and procedures
• Review and verify new accounts and transactions to ensure the proper processing according to established quality standards and business requirements
• Review forms to determine good order, following processes and procedures to initiate account updates
• Adjust and/or corrects transactions processed in error, and monitors gains/losses resulting from the backdated trades
• Utilize computer and telecommunications systems to process transactions and assist with responses to inquiries, legal documents, and rejected forms
• Communicates with agents when additional information is needed
• Participates in larger scale projects and may coordinate less complex projects
• Performs other duties, as assigned

• Solid knowledge of establishing brokerage accounts
• Strong knowledge of transfer/rollover concepts or ability to learn
• Experience working with the NetX platform, preferred

Additional Information:

• This is a Hybrid role where you will spend some time working from home and some time working in an assigned State Farm facility. The current in-office commitment is 4-5 days per month. (Subject to change based on Business needs)
• Incumbents may be required to be fingerprinted for sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. (SFIMC) to remain in the position. May vary by division based on leadership's direction based on review of business needs.
• The department hours of operation are 7:00 AM - 5:00 AM Central Time, 7 hr. 45 min. shifts will be selected by the employee in-between these hours of operation. The job may require working nonstandard work hours and/or work week during periods of heavy workload or to meet deadlines
• May be required to handle agent or customer calls
• Required to sign Acknowledgement and Consent to Multi-channel Monitoring and Recording Form in some areas
• All employees hired into the Investment Planning Services Assistant position are subject to a 12-month incumbency period (beginning on the effective date in this position) which must be met before the incumbent can post or be considered for other opportunities. Exceptions to the incumbency period may be considered for promotional opportunities and will be considered on an individual basis, consistent with business needs and management approval.

Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week!

• Potential starting salary range: $40,300 - $50,000
• Starting salary will be based on skills, background, and experience
• High end of the range limited to applicants with significant relevant experience
• Potential yearly incentive pay up to 6% of base salary

At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!

• Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
• Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
• Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
• Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
• Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
• Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
• Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.

Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team!

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