Sr. Retirement Plan Operations Specialist
TIAA•Charlotte, NC
•$20 - $29•Onsite
About The Position
The Retirement Plan Operations Specialist Senior provides day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. Working under limited supervision, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.
Requirements
- Experience in financial services industry.
- Experience in Recordkeeping (Preferably Omni Recordkeeping) systems.
Nice To Haves
- 2+ years of experience in financial services industry.
- Experience with distribution and operations.
Responsibilities
- Facilitates a variety of administrative tasks in support of retirement plan operations.
- Prepares and reconciles retirement plan accounts and ensures proper documentation.
- Resolves account related issues and implements process improvements to prevent reoccurring issues.
- Runs reports and audits for on-site and off-site storage for retirement plan systems.
- Ensures an adequate supply of forms are ordered and storage space are available for use.
- Manages records of data storage utilization, back-up and maintenance procedures, and recommends procedural improvements.
- Engages with plan participants and delivers support regarding various issues.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
