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About the role
Key responsibilities & impact- Accurately and efficiently processes and performs analysis and entry of participant transaction requests.
- Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.
- Maintain departmental established productivity and quality goals.
- Responsible for prioritization and completion of assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
- Designs and delivers clear, respectful communications across audience.
Requirements
What you’ll need- 1-4 years of similarly related experience in financial field, strongly preferred.
- Acquires basic skills and knowledge of the organization's processing platforms
- Demonstrates decision making and analytical skills.
- Must be detailed oriented and have analytical ability for in-depth research.
- Must pass company administered skills assessments such as typing and ten-key input at required minimum levels.
- Ability analyze transactions for completion and correct posting participant accounts.
- Attention to detail and the ability maintain productivity levels are essential but more important must maintain high levels of accuracy.
- Performs review of data and activity prevent risk of loss due errors.
Benefits
Comp & perks- US Retirement Plan (401k)
- Flexible work environment
- Career growth opportunities
- Volunteering opportunities for community causes
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysistransaction processingin-depth researchtypingten-key input
Soft Skills
decision makinganalytical skillsattention to detailcommunicationproductivity
