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

    System One Holdings, LLC
    System One Holdings, LLC Tulsa, United States

    4 weeks ago

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    Description

    System One has partnered with a local business in search of a Retirement Benefit Specialist. This person will 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 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
    KNOWLEDGE, SKILLS AND ABILITIES:
    • 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
    PREFERRED QUALIFICATIONS:
    • Familiarity with trust systems such as SEI
    • Knowledge of Retirement Benefit systems like Relius
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