Sr. Retirement Plan Operations Specialist

TIAA • Frisco, TX

1d • $19 - $27

About The Position

The Retirement Plan Operations Specialist leads the day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. While leading daily administrative operations, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance. Key Responsibilities and Duties Manages and increases the effectiveness and efficiency of support services for retirement plan operations. Leads the reconciliation of retirement plan accounts and ensures proper documentation. Resolves complex account related issues and implements process changes to prevent reoccurring issues. Communicates storage levels with management for on-site and off-site storage for retirement plan systems. Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits. Coordinates communication between support and business functions. Engages with plan participants and delivers support regarding various issues.

Requirements

• 3+ years of experience in financial services industry.
• Experience in Recordkeeping (Preferably Omni Recordkeeping) systems.

Nice To Haves

• 5+ years of experience in financial services industry.
• Experience with distribution and operations.
• 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

• Manages and increases the effectiveness and efficiency of support services for retirement plan operations.
• Leads the reconciliation of retirement plan accounts and ensures proper documentation.
• Resolves complex account related issues and implements process changes to prevent reoccurring issues.
• Communicates storage levels with management for on-site and off-site storage for retirement plan systems.
• Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits.
• Coordinates communication between support and business functions.
• Engages with plan participants and delivers support regarding various issues.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed