- Maintain departmental established productivity and quality goals
- Process and quality review complex transactions; including owning a designated book of business supporting highly visible and/or complex clients
- Support wire monitoring, client reporting and other non-transaction based tasks
- Identify, raise, and implement improvements to processes
- Bachelor's degree (or equivalent work experience) in Business, Finance, or similar field
- 1 - 2 years of non-qualified plan related experience in operational processing
- Demonstrated understanding of non-qualified products and the industry, including 409a guidelines
- Demonstrated excellence and attention to detail in complex transaction processing
- Experience conducting quality review
- Advanced decision making and analytical skills
- Advanced Excel skills, including formatting, Macros and VLOOKUPs
- Strong written/oral communication skills
- Detail oriented and have analytical ability for in-depth research
- Ability to work in a fast paced environment
- Knowledge of the Empower services, products, policies and procedures and the impact of their processing as it relates to these items
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
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Non-Qualified Operations Specialist - Englewood, United States - Empower Retirement
Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Non-qualified Operations Specialist is responsible for the accurate and efficient processing and quality review of complex participant level transactions on non-qualified retirement accounts record kept in Metrix and Pega systems. These transactions include census files, deferral rosters, enrollment, and distribution processing. In addition, the specialist role supports wire monitoring, client reporting and other non-transaction based tasks.
What you will do
What you will bring
What will set you apart
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Base Salary Range
$48, $66,450.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer * Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
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