Recordkeeping Operations Associate

Job Summary

Supporting the administration of 401(k) plans, the full-time Recordkeeping Operations Associate will manage account data, reconcile transactions, and serve as a knowledge expert for internal stakeholders in a remote setting.

Key responsibilities

• Review and reconcile account data within retirement and operating accounts
• Become an expert in operational processes and provide transactional assistance to Ops teams
• Identify and propose solutions for operational challenges while collaborating on team improvement initiatives

Required qualifications

• 2-3 years of experience in operations within the 401(k), banking, or related financial field
• Ability to trace various types of 401(k) transactions through the recordkeeping lifecycle
• Strong sense of task ownership and determination to overcome challenges
• Capacity to plan ahead and meet performance goals
• Desire to actively participate in a highly engaged team