Specialist, Retirement Operations

About the role

The goal of Plan Administration is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist on the Receipts Team is responsible for executing high volume processing of daily receipts items with a high rate of accuracy. In addition, we are expected to manage relationships with internal business partners while ensuring absolute compliance with all regulations and requirements of ERISA Law.

Responsibilities

• Manage volumes of Receipt related items while understanding the many operational processes within the group.
• Respond to Client Service Team inquiries regarding payroll activities.
• Maintain quality control and procedures.
• Create process improvements in order to meet key deliverables and exceed client expectations.
• Process employment retirement plan contributions received through payroll and accurately apply them within the recordkeeping system.
• Flexibility and extreme attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position.
• Crucial to success is the ability to multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors.

Requirements

• Superior analytical skills.
• Ability to work collaboratively and communicate effectively and professionally with various departments.
• Extreme attention to detail.
• Able to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors.
• Creative thought process focusing on continuous process improvement.
• A passion for in-depth research and issue resolution.
• Ability to interpret client and participant needs.
• Exceptional organizational and analytical skills.
• Retirement industry knowledge, ASPPA designation, required.
• College degree or equivalent.

Qualifications

• College degree or equivalent.

Skills

• Superior analytical skills.
• Ability to work collaboratively and communicate effectively and professionally with various departments.
• Extreme attention to detail.
• Able to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors.
• Creative thought process focusing on continuous process improvement.
• A passion for in-depth research and issue resolution.
• Ability to interpret client and participant needs.
• Exceptional organizational and analytical skills.
• Retirement industry knowledge, ASPPA designation, required.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

Salary range.

Schedule

Hybrid Work and Flexibility approach.