Spec Conversion Plan Rule Setup-2

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Primary Duties and Responsibilities: -

• Process new plan setup and quality assurance reviews from the queue that include, but not limited to, establishing information provided from various sources, reviewing the recordkeeping system setup including all rules and indicators using established procedures. Ensure accurate, dependable, and appropriate data entry and information on the recordkeeping system based on the request and source documentation provided within established time standards.
• Analyze, accurately process, and review for quality assurance system changes to existing information on the recordkeeping system based on queue requests and source documentation provided and submitted by various internal teams within established time standards
• Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification
• Compose routine written correspondence and may conducts research into problems and inquiries
• Strong attention to detail is required
• Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously
• Adheres to the service standard deadlines
• Ability to handle fast paced order processing environment, repetitive duties and ability to embrace change positively
• Compose routine written correspondence and conducts research into problems and inquiries

Background and Qualifications:

• Bachelor’s degree, preferably in a business-related field. 
• 1-2 years business related experience required
• Strong attention to detail
• Excellent time management
• Excellent verbal and written communication
• Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc.
• Understanding of retirement plan rules and IRS codes preferred

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.