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Generalist early-mid operations role attracts moderate candidate density in metro centers.
Specialized retirement-plan recordkeeping and regulatory knowledge reduce cross-industry fit.
Regulatory requirements, explicit experience range, and mandatory skills assessments create strict filters.
Process and analyze participant transaction requests in the EASY recordkeeping system accurately and efficiently.
Ensure compliance with Departmental, IRS, Department of Labor, FINRA, and SEC regulations while prioritizing and completing assigned tasks.
Communicate updates and transaction statuses clearly to clients and participants, maintaining high levels of accuracy.
1-4 years of related experience in financial transaction processing or similar financial field strongly preferred.
Must pass company-administered skills assessments such as typing and ten-key input at required minimum levels.
Ability to use processing platforms and follow established procedures under immediate supervision.
Willingness to work periodic and mandatory unscheduled overtime as required.
Detail-oriented with strong analytical ability for in-depth transaction research and error prevention.
Familiarity with compliance requirements for retirement plan transactions and ability to follow written procedures, tax charts, and plan rules.
Experience maintaining productivity and quality goals in a regulated financial operations environment.