Senior Operations Specialist - Retirement Plans

Ameritas • Lincoln, NE

1d • Remote

About The Position

Responsible for providing support to Lead Specialists for special trading
requests, corrections, and transactions, trading for plan transfers in/out,
imports from and exports to custodians, share and cash reconciliation, fund
mappings and model maintenance, plan disbursements, and other operational
recordkeeping activities.

Requirements

• Bachelor's Degree in Accounting, Finance or Business or equivalent combination of education and experience required.
• 1-3 years retirement plans recordkeeping and/or operations experience required.
• Excel experience required.

Nice To Haves

• Relius or Omni experience desired.

Responsibilities

• Management and trading of revenue sharing and suspense accounts.
• Processing of plan fee requests.
• Distribution and Loan processing including returned distributions.
• Incoming rollover and loan payoff processing.
• Reconcile system and custodian position and cash balances.
• Reconcile records and execute transactions necessary for plans transferring in and out.
• Processing of prior year contributions, special trading requests, true-ups and lost earnings allocations.
• Processing of investment menu changes and mappings, model maintenance, 22c2 reporting.
• Processing of system corrections including negative balance corrections, source corrections, & vesting corrections.
• Processing of internal participant account transfers, including plan-to-plan transfer, QDRO splits, and beneficiary accounts.
• Development of knowledge of SQL to interact with Relius system.
• Development of technical skills and expansion of knowledge of our systems and RK software to find better ways to service clients and adapt to system changes and upgrades.

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees