Sr Complex Resolution Analyst

TIAA • Charlotte, NC

3d

About The Position

Sr Complex Resolution Analyst, Retirement The Senior Complex Resolution Analyst is responsible for handling the research, remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects, bulk and individual corrective adjustments. Working under limited supervision, this job manages the research, analyzes the data, summarizes the issue and reports/escalates the issue as necessary. Key Responsibilities and Duties Handles complex global, plan and individual level adjustments and remediation projects. Processes complex bulk adjustments (Plan Mergers, Cross Contract Transfers, and Fund Mergers). Handles the research and reporting of system issues related to OMNI, including analyzing the data and appropriately summarizing the issue(s). Acts as a subject matter expert (SME) for Operations and IT implementations. Processes Individual adjustments (Non-excess refunds, incoming and outgoing cash adjustments, loans, brokerage). Coaches and reviews the work of lower level professionals. Additional Responsibilities Performs complex calculations, as needed

Requirements

• 3+ years of experience in financial services with OMNI (Record Keeping System)

Nice To Haves

• 5+ years of experience in financial services with OMNI (Record Keeping System)
• Adaptability
• Communication
• Continuous Improvement Mindset
• Customer Engagement
• Data Analysis
• Data-Based Decision Making
• Detail-Oriented
• Financial Risk Management
• Relationship Management
• Technology Systems
• TIAA Products/Services Acumen
• Transaction Processing

Responsibilities

• Handles complex global, plan and individual level adjustments and remediation projects.
• Processes complex bulk adjustments (Plan Mergers, Cross Contract Transfers, and Fund Mergers).
• Handles the research and reporting of system issues related to OMNI, including analyzing the data and appropriately summarizing the issue(s).
• Acts as a subject matter expert (SME) for Operations and IT implementations.
• Processes Individual adjustments (Non-excess refunds, incoming and outgoing cash adjustments, loans, brokerage).
• Coaches and reviews the work of lower level professionals.
• Performs complex calculations, as needed

Benefits

• superior retirement program
• highly competitive health, wellness and work life offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees