Retirement Services Specialist – Processing-UT

About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a  One Employer Solution  headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees.

Find out more by visiting  .

The Retirement Services Specialist – Processing is responsible for managing the accurate and timely processing of payroll contribution submissions and participant transaction requests within 401(k) retirement plans. The Specialist works closely with internal teams, recordkeepers, and clients to resolve discrepancies, maintain data integrity, and support operational efficiency across retirement plan processes.

Respond to participant inquiries via phone and email. Research and resolve escalated calls from the call center. Track and process incoming payroll contribution submissions, ensuring accuracy and timeliness. Review, process, and approve participant transaction requests in accordance with plan rules and internal procedures. Conduct identity verification for participant transactions to ensure compliance and prevent fraud. Monitor contribution files for errors or discrepancies and coordinate resolution with internal teams or clients.

Maintain detailed records of transaction processing and issue resolution in the ticketing system. Collaborate with internal departments, recordkeepers, and advisors to ensure timely and accurate processing of participant transactions. Communicate with clients regarding missing or incorrect payroll data and follow up to ensure timely corrections. Assist with reconciliation of contribution data and deposits to ensure proper allocation to participant accounts.

Support audit and compliance efforts by providing documentation and transaction history as needed. Process incoming mail and deposits related to contributions and transactions, ensuring proper documentation and handling. Participate in department projects and initiatives related to process improvement and system enhancements. Regular on‑site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands‑on involvement.

Support team initiatives and project‑based work as required. Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients. Attend webinars and training to stay up to date on best practices related to the company and department.

Demonstrated competency in computer operations, including data entry, file management, and navigating various software platforms with efficiency and accuracy. Strong ability to read, understand, and interpret a variety of written materials including policies, procedures, and technical documentation. Skilled in composing routine reports, internal correspondence, and documentation with clarity, accuracy, and attention to detail. Capable of communicating effectively, professionally, and respectfully with individuals at all organizational levels, including internal teams, external partners, and stakeholders.

Capable of working effectively under supervision while also demonstrating initiative and accountability in…