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    Retirement Benefit Specialist - Tulsa, United States - System One Holdings Llc

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    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:
    Process contributions and loan payments from clientsManage income associated with plan fundsConduct daily, weekly, and quarterly reconciliation of plansMaintain contribution files and scan plan documentsAssist in setting up new plans on the Relius record keeping systemSupport in the conversion of existing plansReview reports for participant data accuracyResolve any issues that arise during processingManage file transfers between Relius and the Trust systemKNOWLEDGE,


    SKILLS AND ABILITIES:
    3 years of Employee Benefits and accounting experience preferredAbility to follow various processing proceduresDeadline-oriented and able to handle fluctuations in workloadProficient in Excel and complex spreadsheetsStrong reconciliation, organizational, and communication skillsEffective problem-solving abilitiesCoordination with Employee Benefits administrators for work requests


    PREFERRED QUALIFICATIONS:
    Familiarity with Trust systems such as SEIKnowledge of Retirement Benefit systems like Relius#J-18808-Ljbffr


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