- Process contributions and loan payments from clients
- Manage income associated with plan funds
- Conduct daily, weekly, and quarterly reconciliation of plans
- Maintain contribution files and scan plan documents
- Assist in setting up new plans on the Relius record keeping system
- Support in the conversion of existing plans
- Review reports for participant data accuracy
- Resolve any issues that arise during processing
- Manage file transfers between Relius and the Trust system
- 3 years of Employee Benefits and accounting experience preferred
- Ability to follow various processing procedures
- Deadline-oriented and able to handle fluctuations in workload
- Proficient in Excel and complex spreadsheets
- Strong reconciliation, organizational, and communication skills
- Effective problem-solving abilities
- Coordination with Employee Benefits administrators for work requests
- Familiarity with Trust systems such as SEI
- Knowledge of Retirement Benefit systems like Relius
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Retirement Benefit Specialist - Tulsa, United States - System One
Description
System One has partnered with a local business in search of a Retirement Benefit Specialist.This person would be responsible for overseeing the daily operations of multiple Retirement Benefit plans, ensuring accurate processing and reconciliation to meet service level requirements.
RESPONSIBILITIES:
KNOWLEDGE, SKILLS AND ABILITIES:
PREFERRED QUALIFICATIONS:
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America.
We help clients get work done more efficiently and economically, without compromising quality.System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
