- We are looking for a detail oriented professional to support 401 k transaction processing and retirement plan operations
- The role involves reviewing and processing client transaction requests validating documentation coordinating with internal stakeholders and ensuring transactions are completed accurately and within applicable timelines
- The ideal candidate should have strong attention to detail client focus problem solving ability and the capacity to work effectively in a high volume time sensitive workplace
Key Responsibilities:
- Process client transaction requests and review each transaction for accuracy completeness and adherence to internal and external requirements
- Partner with client associates to resolve complex processing issues and support timely completion of requests
- Develop working knowledge of client processing systems group policies and operating procedures
- Build proficiency in brokerage and mutual fund related transaction processing activities covered under the assigned training path
- Communicate with clients verbally and in writing to clarify incomplete inaccurate or invalid documentation
- Collaborate with internal teams to resolve complex processing concerns with urgency and accountability
- Maintain an appropriate balance between quality accuracy productivity and turnaround time
- Participate in team meetings and discussions relating to individual and team targets
- Update individual goals and work related information within the required timelines
- Remain comfortable being visible on camera during virtual team interactions
- Prepare and provide required reports quality assurance responses and internal updates
- Work collaboratively with peers and management in a team oriented environment
- Meet with the manager to discuss performance business trends and issues affecting the team
- Participate in special projects and perform other responsibilities assigned by the organization
Technical Requirements:
- Working knowledge of 401 k or retirement plan operations
- Ability to understand and process financial or retirement plan transactions
- Basic understanding of brokerage and mutual fund transaction processes
- Ability to navigate laptops online processing systems and workflow applications
- Working knowledge of Microsoft Office particularly Outlook Excel and Word
- Strong written and verbal communication skills
- Excellent attention to detail and document validation ability
- Strong analytical problem solving and time management skills
- Ability to manage high transaction volumes while maintaining accuracy and compliance
- Ability to interpret procedures client requirements and transaction related documentation
Additional Responsibilities:
- Graduate degree preferably in Commerce
- 1 3 years of relevant experience
- Experience in the 401 k industry is preferred
- ASPPA certification will be an added advantage
- Strong client focus with the ability to build effective relationships with internal and external stakeholders