Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

US Retirement Plan (401k) Recordkeeping.  We support clients in  transaction processing and other back end operations of retirement plans.  
Responsible for accurate and efficient processing of critical transactions for the participants /clients ; Transactions might include but not limited identify the type of transactions based on the  - determine if the request is IGor Nil;  Work with upstream and down stream process capture the right information; Code transactions in the system and communicate back with an update the client/ participant depending on the type of the transaction

Duties, Responsibilities & Essential Functions:

• Accurately and efficiently processes and performs analysis and entry of participant transaction requests and assigned tasks in EASY recordkeeping system

• Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.

• Maintain departmental established productivity and quality goals.

• 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 audience

Skills:

• 1-4 years of similarly related experience in financial field, strongly preferred.

• Acquires basic skills and knowledge of the organizations processing platforms

• Demonstrates decision making and analytical skills.  Must be detailed oriented and have analytical ability for in-depth research. Must pass

• company administered skills assessments such as typing and ten-key input at required minimum levels.

• Ability analyze transactions for completion and correct posting participant accounts.  Attention tdetail and the ability maintain productivity levels are essential but more important must maintain high levels of accuracy.

• Using established procedures and working under immediate supervision, performs assigns tasks

• Performs review of data and activity prevent risk of loss due terrors.   

• This position frequently requires periodic and mandatory (usually unscheduled) overtime     

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.