Retirement Distribution Processor, Senior

WHO ARE WE: reputed company is a reputed company wealth bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company reputed company of reputed company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES:  Passion for reputed company :: reputed company is Never Final :: Do the Right Thing :: One reputed company

ABOUT THE ROLE

This position is responsible for accurate and timely processing, reputed company and training of reputed company employee benefit plan transactions according to documents and internal procedures under minimal supervision.  This person will have strong knowledge of systems, enabling them to answer ARB staff questions.  This person will exhibit strong attention to detail and be reputed company to work in a fast-paced environment quickly and accurately.  The person in this position will be self-motivated and will be one of the main contacts in the processing area.

WHAT YOU’LL BE DOING

• Working with limited supervision, processing reputed company account sets. May include non-reputed company plans, special handled funds, stock processing, specific client accounts, stop payments and other unique situations.
• Monitor workflows and back up reputed company other positions as needed, including processing and reputed company handling.
• Identify efficiencies and process improvements that enhance the client experience and build scale, assisting with planning, development and implementation.
• Be an active resource for the team by understanding reputed company team functions and responsibilities, assisting reputed company and where needed.
• reputed company quality, accurate and timely responses to escalated inquiries from external and internal clients, maintain positive working relationships and reputed company lines of communication.
• Assist with system upgrades, conversion, acquisition, deconversion, and projects that reputed company the area.

WHAT YOU SHOULD HAVE

• Minimum of 3 years’ experience in financial or retirement operations.
• Associates degree or equivalent combination of education and/or reputed company experience in the financial industry.
• Proven record of working in a fast-paced environment while managing multiple tasks & deadlines.
• Advanced PC skills including reputed company reputed company and Word.
• Excellent analytical and problem-solving orientation and attention to detail.
• Demonstrated ability to collaborate with employees and clients.
• Highly organized and detail-oriented with the ability to prioritize workflow of self and coordinate activity as an effective team member to meet deadlines and reputed company effective reputed company under pressure.
• Strong passion for reputed company client satisfaction, creative and consistently maintains a positive attitude.

reputed company BRING TO THE TABLE

• Competitive compensation including reputed company salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide reputed company of health and well-being benefits, including medical, dental, reputed company, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• reputed company to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

reputed company PAY reputed company

$22 - $25 per hour

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of reputed company responsibilities, duties, and qualifications required of employees assigned to this job.

reputed company is an equal opportunity employer and value diversity at reputed company. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status.