Specialist Transaction Processing - starting Summer 2025

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

ESSENTIAL FUNCTIONS

• Using established procedures and working under immediate supervision, responsible for performing a variety of analytical functions associated with low to medium complexity.
• Focus is extensive on quality and control (minimum of 99.99% accuracy) given the potential for financial implications to clients/participants and Enterprise.
• Responsibilities include processing of in good order financial and non-financial transactions into the EASY recordkeeping system.
• Must maintain departmental established productivity goals.
• Required to manage proper timing expectations for all transactions as well as manage proper communication and follow up procedures with internal clients. In addition, focuses on end-of-day processing; formatting and loading data; responding to internal service requests, and completing research requests.
• Identifies and documents NIGO themes and provides recommendations to leadership.
• Responsible for analyzing data and/or forms along with plan parameters to ensure proper processing of client and participant requests.
• Handles standard or routine tasks.
• A focus on continuous improvement is required along with analysis and potential implementation of projects.
• Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, and plan level set up rules.
• Responsible for prioritization and completion of assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
• Designs and delivers clear, respectful communications across internal (and occasional external) audiences.

QUALIFICATIONS

• Associate Degree in Business, Finance, or similar field preferred, or equivalent experience.
• 6-12 months of similarly related experience in cash/financial field, strongly preferred.
• FINRA fingerprinting required. 
• Basic knowledge of recordkeeping processing platforms.
• Attention to detail and the ability to maintain productivity levels are essential with the primary focus always on high levels of accuracy. 
• Strong written and verbal communication skills.
• Must be detailed oriented and have analytical ability for in-depth research.
• Able to make quick and accurate assessments of low to medium complexity situations.
• Must have general knowledge of Microsoft Office products.
• Interacts with teams across various areas dealing with plan and participant 

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$41,900.00 - $57,650.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions ar