EQUIVEST Retail Contribution Analyst - Syracuse, United States - Equitable Holdings

Equitable Holdings Syracuse, United States

1 week ago

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The EQUIVEST Retail Contribution Analyst is responsible for processing high volumes of contributions and rollovers into our EQUIVEST contracts, which includes the entry of transactions into our processing system.

The Analyst will compare customer and third-party checks to source documents for completeness and accuracy.

With experience, this position also includes performing contribution research and analysis, submitting adjustments, and initiating refunds, and reaching out on cases that are not in good order.

The individual in this position will have daily telephone and written communication with individuals at all levels, including clients, Equitable Advisors, Financial Professionals, external vendors, and internal clients to resolve contribution discrepancies.

The individual in this position may work overtime as needed to meet processing deadlines.

The base salary range for this position is $39,000 - $54,000.

Actual base salaries vary based on skills, experience, and geographical location.

In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities.

Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits:
Equitable Total Rewards Program
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