Senior Specialist, Operations - RPS

Your Opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goal with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

The goal of Plan Administration & Implementation is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Sr Specialist within PAI is responsible for providing oversight over high volume processing of complex disbursements and distributions, researching historical activity, maintaining relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.

A Senior Specialist is expected to handle volumes of distributions and loans while understanding the many operational processes within the group. Position responsibilities include responding to internal partner inquiries, maintaining quality control and procedures, creating process improvements, mitigating risk, training new employees, performing large dollar review, and streamlining workflows, to meet key deliverables and exceed client expectations. Flexibility and acute attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple challenging deadlines is vital to success in this position. Crucial to success is the ability to multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors. The successful candidate must have superior analytical skills, processing experience/knowledge of SRi is preferred, extensive knowledge of Microsoft Excel, Access and Word, as well as the ability to work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.

What you have

• Experience working within the SRI recordkeeping system, at a depth that allows for creativity in facilitating customer requests that challenges the traditional workflows or capabilities
• In-depth knowledge of regulations and plan design which governs processes such as participant directed distributions
• Utmost attention to detail while demonstrating situational awareness and delivering effective solutions
• Proficient in multi-tasking
• Communicates effectively and professionally with various departments
• Advanced knowledge of Microsoft Office
• Creative thought process focusing on continuous process improvement
• Ability to interpret client and participant needs
• Exceptional organizational and analytical skills
• Retirement industry knowledge/ASPPA designation
• Familiarity with IRS Form 1099-R/Banking logistics
• College degree or equivalent work experience