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About the Role

The Plan Administration team aims to provide excellent client service for recordkeeping aspects of Defined Contribution Retirement Plans. A Specialist on the Receipts Team processes daily receipts with high accuracy, manages internal business relationships, and ensures compliance with ERISA Law.

Responsibilities

• Manage high volume processing of daily receipts items with a high rate of accuracy.
• Manage relationships with internal business partners.
• Ensure absolute compliance with all regulations and requirements of ERISA Law.
• Respond to Client Service Team inquiries regarding payroll activities.
• Maintain quality control and procedures.
• Create process improvements to meet key deliverables and exceed client expectations.
• Process employment retirement plan contributions received through payroll and accurately apply them within the recordkeeping system.
• Multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors.
• Work collaboratively and communicate effectively with various departments to ensure that daily client deliverables are met.

Requirements

• Superior analytical skills.
• Ability to work collaboratively and communicate effectively and professionally with various departments.
• Extreme attention to detail.
• Ability to multi-task in a fast-paced, daily-deadline-driven environment with minimal errors.
• Creative thought process focusing on continuous process improvement.
• A passion for in depth research and issue resolution.
• Ability to interpret client and participant needs.
• Exceptional organizational and analytical skills.
• Retirement industry knowledge.
• Processing experience/knowledge of SRi is preferred.
• Extensive knowledge of Microsoft Excel, Access and Word.

Skills

• Analytical skills
• Collaboration
• Effective communication
• Attention to detail
• Multi-tasking
• Process improvement
• Research
• Issue resolution
• Organizational skills
• Microsoft Excel
• Microsoft Access
• Microsoft Word

Education Level

• College degree or equivalent
• ASPPA designation

Salary/Compensations

• In addition to the salary range, this role is also eligible for bonus or incentive opportunities.