Sr. Retirement Plan Operations Specialist
About The Position
The Retirement Plan Operations Specialist leads the day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. While leading daily administrative operations, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance. Key Responsibilities and Duties Manages and increases the effectiveness and efficiency of support services for retirement plan operations. Leads the reconciliation of retirement plan accounts and ensures proper documentation. Resolves complex account related issues and implements process changes to prevent reoccurring issues. Communicates storage levels with management for on-site and off-site storage for retirement plan systems. Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits. Coordinates communication between support and business functions. Engages with plan participants and delivers support regarding various issues.
Requirements
- 3+ years of experience in financial services industry.
- Experience in Recordkeeping (Preferably Omni Recordkeeping) systems.
Nice To Haves
- 5+ years of experience in financial services industry.
- Experience with distribution and operations.
- Adaptability
- Communication
- Continuous Improvement Mindset
- Customer Engagement
- Data Analysis
- Data-Based Decision Making
- Detail-Oriented
- Financial Risk Management
- Relationship Management
- Technology Systems
- TIAA Products/Services Acumen
- Transaction Processing
Responsibilities
- Manages and increases the effectiveness and efficiency of support services for retirement plan operations.
- Leads the reconciliation of retirement plan accounts and ensures proper documentation.
- Resolves complex account related issues and implements process changes to prevent reoccurring issues.
- Communicates storage levels with management for on-site and off-site storage for retirement plan systems.
- Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits.
- Coordinates communication between support and business functions.
- Engages with plan participants and delivers support regarding various issues.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
