Sr. Retirement Plan Operations Specialist

TIAA•Charlotte, NC

3d•$19 - $27•Onsite

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.

Requirements

3+ years of experience in financial services industry.
Experience in Recordkeeping (Preferably Omni Recordkeeping) systems.
Vocational and/or Technical Education
3+ Years Required

Nice To Haves

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