Specialist Operation Support Services

Overview

Specialist role in US Retirement Plan (401k) recordkeeping, processing critical participant and client transactions in back-end plan operations.

What you'll do

• Accurately and efficiently process participant transaction requests and assigned tasks in the EASY recordkeeping system.
• Identify the type of transaction and determine whether the request is IG or Nil.
• Work with upstream and downstream processes to capture the right information.
• Code transactions in the system and communicate updates back to the client or participant depending on transaction type.
• Perform analysis and entry of participant transaction requests.
• Develop job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.
• Maintain departmental productivity and quality goals.
• Prioritize and complete assigned tasks in accordance with departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
• Design and deliver clear, respectful communications across audiences.
• Analyze transactions for completion and correct posting of participant accounts.
• Perform review of data and activity to prevent risk of loss due to errors.

What you'll need

• Attention to detail and analytical ability for in-depth research.
• Ability to make decisions and apply analytical skills.
• Pass company-administered skills assessments such as typing and ten-key input at required minimum levels.
• Acquire basic skills and knowledge of the organization's processing platforms.

Nice to have

• 6-12 months of similarly related experience in the financial field.

Details

• Works under immediate supervision using established procedures.
• Position frequently requires periodic and mandatory (usually unscheduled) overtime.