Sr Operations Analyst, Retirement Services (Relius STP & Trading)

Mid Atlantic Capital Group

5d•$80,000 - $85,000

About The Position

This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be successful in this position.

Requirements

BA/BS preferred. Equivalent experience will be considered.
Minimum 6 years Relius experience
Minimum 3 years Relius STP experience
8-10 years of related financial services operations experience
4-5 years of technology experience preferred
SunGard Relius Administration system experience required.
Running established Crystal reports knowledge required.
Knowledge of Relius Straight-Through Processing (STP) Task Scheduler & Job Queue required.
Possesses excellent interpersonal, decision-making and analytical skills.
Microsoft Excel @vlookups, formulas, & table proficiency preferred.
Works directly with developers to help create internal custom applications, test, & implement.
Manage deadlines and processes for daily tasks, Salesforce Tickets, & projects.

Nice To Haves

Knowledge of ERISA Regulations and the applicable Internal Revenue Code is preferred

Responsibilities

Adhere to operating procedures and Service Level Agreements (SLAs) to ensure all jobs are performed accurately and in a timely fashion.
Monitor Straight-Through Processing (STP) job outputs/notifications to ensure automation is achieving desired results.
Troubleshoot and work within the Analyst team and other departments as necessary to resolve errors with Straight-Through Processing (STP) jobs.
Update Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments.
Add Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments.
Complete scheduled Fee processes utilizing established procedures, imports, STP, Crystal Reports, Trade Agent/Custodian Company websites to ensure American Trust or external partners are paid within Service Level Agreements (SLAs).
Oversee & communicate with multiple Trade Agent/Custodian Companies related to trading processes, trade rejects, internal/external system interaction, and external websites.
Ensure all trading files are transmitted within the appropriate established deadlines.
Manage the receipt of all trading files to ensure they are processed by the appropriate deadlines and that all activity is represented within Relius daily.
Manage the daily reconciliation process between the recordkeeping system and the Trade Agent/Custodian Companies.
Review assigned tickets in Salesforce to confirm all data required has been provided and identify next steps.
Complete assigned tickets from Salesforce and fully document in detail steps reviewed, taken, & completed within the established Service Level Agreements (SLAs).
Involvement in longer term multiple team projects where steps may be handled in stages over a period of time and require coordination, identifying business requirements for projects, and scheduled reporting to Management.
Acts as liaison between internal American Trust teams on technical projects.
Participation in calls/emails/projects as a Subject Matter Expert (SME).
Research complex and sensitive service inquiries while seeing them to their resolution.
Testing of systems and processes to provide detail & report results within established deadlines.
Run SQL select scripts to pull data from the Relius database.
Identify process improvements & efficiencies through automation.
Participate in issue resolution requests to assist in resolving with minimal impact to clients and the company.
Complete scheduled patching, maintenance, upgrades, for Relius & trading platform systems and web including other programs or processes that interact with these systems as scheduled by American Trust. This includes weekends, evening, and holiday work schedules.
Complete system and web error prevention/resolution as identified by internal reporting/processes or by critical response systems (Text, Emails, Phone Calls) including extended workday, weekend, evening, and holidays.
Training of team members on the Relius system, procedures/processes, STP, and Trade Agent/Custodian Company internal/external system interaction, and external websites.
Other tasks as identified through system enhancements, custom process creation, and continued development.
Other duties & schedules as assigned