Specialist Operation Support Services

About the Role

• Responsible for accurate and efficient processing of critical transactions for participants/clients.
• Support clients in transaction processing and other back-end operations of retirement plans.

Key Responsibilities

• Accurately and efficiently processes, analyzes, and enters participant transaction requests and assigned tasks in the EASY recordkeeping system.
• Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts, and plan-level setup rules.
• Maintains departmental established productivity and quality goals.
• Responsible for prioritization and completion of assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA, and SEC regulations and requirements.
• Designs and delivers clear, respectful communications across audiences.
• Captures the right information from upstream and downstream processes.
• Codes transactions in the system and communicates updates to the client/participant.
• Reviews data and activity to prevent risk of loss due to errors.
• Performs assigned tasks using established procedures and under immediate supervision.

Requirements & Tech Stack

• EASY recordkeeping system.

Qualifications

• 6-12 months of similarly related experience in the financial field is strongly preferred.
• Acquires basic skills and knowledge of the organization's processing platforms.
• Demonstrates decision-making and analytical skills.
• Must be detailed-oriented with analytical ability for in-depth research.
• Must pass company-administered skills assessments such as typing and ten-key input at required minimum levels.
• Ability to analyze transactions for completion and correct posting to participant accounts.
• Attention to detail and the ability to maintain productivity levels are essential.
• Must maintain high levels of accuracy.
• This position frequently requires periodic and mandatory (usually unscheduled) overtime.