Retirement Plan Operations Specialist Senior

The Retirement Plan Operations Specialist Senior provides day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. Working under limited supervision, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.

Key Responsibilities and Duties

• Facilitates a variety of administrative tasks in support of retirement plan operations.
• Prepares and reconciles retirement plan accounts and ensures proper documentation.
• Resolves account related issues and implements process improvements to prevent reoccurring issues.
• Runs reports and audits for on-site and off-site storage for retirement plan systems.
• Ensures an adequate supply of forms are ordered and storage space are available for use.
• Manages records of data storage utilization, back-up and maintenance procedures, and recommends procedural improvements.
• Engages with plan participants and delivers support regarding various issues.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required; 2+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
3IC

Preferred Skills:

• Experience in Retirement plan operations.
• Experience in Omni recordkeeping systems.

Related Skills

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

Anticipated Posting End Date:

2025-05-21

Base Pay Range: $21.52/hr - $38.89/hr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

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. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibi