Retirement Operations Senior Specialist

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 50 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.

Our Opportunity:

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, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.

What You'll Do:

A Senior Specialist is expected to provide oversight of high volumes of distributions and handle complex research inquiries related to those distributions. They must also have a strong understanding of 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.

They must also demonstrate flexibility and extreme attention to detail, have initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position. The successful candidate must have superior analytical skills, processing experience/knowledge of the SRI recordkeeping system is highly preferred, 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

What you Have:

• Must have 3-5+ years of experience in Qualified Retirement Plan Administration and ASPPA designation (preferred)
• Must have experience working within a retirement recordkeeping system and participant directed distributions at a depth that allows for creativity in facilitating customer requests, researching system and operational issues, and challenges the traditional workflows or capabilities
• 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
• Experience processing participant directed distributions and providing system oversight of requests to ensure they meet their service level agreements
• In-depth knowledge of regulations and plan design which governs processes such as participant directed distributions
• Extreme attention to detail while demonstrating situational awareness and delivering effective solutions
• Communicates effectively and professionally with experience collaborating across various departments
• Creative thought process focusing on continuous process improvement
• Abili…