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Participant Transaction Processing Specialist
Distant kind: Distant
Places: Nationwide Distant
Time kind: Full time
Posted on: Posted Yesterday
Job requisition id: R.0039532
Develop your profession with a rising group
Whether or not they’re serving to folks attain their long-term monetary objectives or offering private wealth administration methods, each affiliate contributes to altering the lives of these we serve for the higher. On the subject of job satisfaction, that’s onerous to beat. And from a private satisfaction perspective, you’ll benefit from the freedom to assist causes that matter to you and expertise a really inclusive work setting. Your future begins now.
The Participant Transaction Processing Specialist is liable for correct and environment friendly processing of participant stage transactions representing profit and mortgage processing. Required Schedule: M-F 7:30am-4:00pm MST
What you’ll do
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Precisely and effectively course of and carry out evaluation and entry of participant transaction requests and assigned duties into the Empower Administrative System (EASY)
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Develop intensive job information by making use of written procedures, particular dealing with, plan bulletins, tax charts and plan stage arrange guidelines
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Preserve departmental established productiveness and high quality objectives
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Prioritize and full assigned duties in accordance with departmental, IRS, Division of Labor, FINRA and SEC rules and necessities
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Design and ship clear, respectful communications throughout audiences
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Work together with groups throughout varied areas coping with plan and participant transactions
What you’ll carry
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Bachelor’s diploma in Enterprise, Finance, or related area
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Capable of keep excessive ranges of accuracy
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Capacity to investigate transactions for completion and proper posting to participant accounts
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Consideration to element and the flexibility to keep up productiveness ranges
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Have to be detailed oriented and have analytical skill for in-depth analysis
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FINRA fingerprinting upon rent
What is going to set you aside
What we give you
We provide an array of numerous and inclusive advantages no matter the place you might be in your profession. We imagine that offering our staff with the means to guide wholesome balanced lives ends in the very best work efficiency.
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Medical, dental, imaginative and prescient and life insurance coverage
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Retirement financial savings – 401(okay) plan with beneficiant firm matching contributions (as much as 6%), monetary advisory companies, potential firm discretionary contribution, and a broad funding lineup
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Tuition reimbursement as much as $5,250/yr
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Enterprise-casual setting that features the choice to put on denims
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Beneficiant paid time without work upon rent – together with a paid time without work program plus ten paid firm holidays and three floating holidays every calendar yr
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Paid volunteer time — 16 hours per calendar yr
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Depart of absence applications – together with paid parental depart, paid short- and long-term incapacity, and Household and Medical Depart (FMLA)
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Enterprise Useful resource Teams (BRGs) – inside networks that rally round frequent curiosity, experiences and identities equivalent to race, ethnicity, gender, skill, navy standing and sexual orientation. BRGs play an important position in educating and interesting our folks and advancing our enterprise priorities.
The wage vary under describes the minimal to most base wage vary for this place within the location listed. Non-sales positions have the chance to take part in a bonus program. Gross sales positions are eligible for gross sales incentives, and in some cases a bonus plan, whereby whole compensation might far exceed base wage relying on particular person efficiency. Precise compensation provided might differ from posted hiring vary based mostly upon geographic location, work expertise, schooling, licensure necessities and/or talent stage and shall be finalized on the time of provide.
Base Wage Vary
$ 39,200.00-53,900.00
We’re an equal alternative employer with a dedication to range. All people, no matter private traits, are inspired to use. All certified candidates will obtain consideration for employment with out regard to age (40 and over), race, colour, nationwide origin, ancestry, intercourse, sexual orientation, gender, gender identification, gender expression, marital standing, being pregnant, faith, bodily or psychological incapacity, navy or veteran standing, genetic data, or another standing protected by relevant state or native regulation.
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