Retirement Services Operations Analyst
About The Position
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview This role serves within the Retirement Services operations team, responsible for managing complex recordkeeping tasks and acting as a liaison with external partners such as trustees, custodians, and recordkeeping vendor. The analyst ensures operational accuracy and compliance across all plan activities.
Requirements
- Bachelor’s degree.
- Minimum of 3 years of experience in retirement plan operations or financial services.
- Strong understanding of defined contribution plan structures, record keeping, and ERISA, IRS regulations, and retirement plan operational compliance requirements.
- Experience working with external financial institutions and vendors.
- Proficiency in Microsoft Office Suite and operational reporting tools.
- Strong interpersonal, verbal, and written communication skills with a strong emphasis on the ability to translate complex issues into clear updates for internal and external stakeholders.
- Advanced critical thinking skills to evaluate unusual or complex issues and determine the best solutions.
- Ability to manage multiple escalations concurrently, prioritizing tasks based on risk, impact, and deadlines.
- Ability work independently and collaborate effectively with internal teams when needed.
Responsibilities
- Serve as a subject matter expert for complex retirement plan operation processes.
- Manage complex retirement plan recordkeeping operations including transaction processing, reconciliation, and reporting.
- Serve as a liaison with external partners including recordkeepers, custodians, and trustees.
- Ensure operational compliance with ERISA, IRS, and DOL regulations.
- Support escalations from internal teams and external partners related to operational issues.
- Analyze operational data to identify trends, gaps, and opportunities for improvement.
- Assist in the development and refinement of operational procedures and documentation.
Benefits
- We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances.
- And if it’s career development you desire, we provide that, too!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
