Transaction Management Operations Analyst – 401(k) Benefits Processing

Role Overview

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Requirements

• Highly organized
• Self-starter attitude and demonstrates initiative
• Ability to multi-task and handle multiple projects in a short time period
• Exceptional attention to detail and the ability to hold others accountable without direct supervision
• Flexibility with ability to handle a variety of tasks and projects independently
• Strong written and verbal communication skills; able to influence/challenge and negotiate to keep all parties engaged in the process
• Proven ability to provide comprehensive solutions to complex needs and/or problems
• Ability to prioritize and meet established deadlines
• Proficient Microsoft Excel and Word skills
• Excellent verbal and written communication skills
• Ability to adapt to a changing environment

Benefits

• Access to paid time off
• Resources and support to contribute to sustainable growth