accurate and efficient processing and quality review of complex participant level transactions on non-qualified retirement accounts
support wire monitoring, client reporting and other non-transaction based tasks
maintain departmental established productivity and quality goals
process and quality review complex transactions; including owning a designated book of business supporting highly visible and/or complex clients
identify, raise, and implement improvements to processes
demonstrate strong work ethic and personal accountability

Bachelor's degree (or work experience equivalent) in Business, Finance, or similar field
1-2 years of non-qualified plan related experience in operational processing
Demonstrated understanding of the non-qualified product and industry, including 409a guidelines
Knowledge of the Empower services, products, policies and procedures and the impact of their processing as it relates to these items
Demonstrated excellence and attention to detail in complex transaction processing
Experience conducting quality review
Advanced decision making and analytical skills
Advanced Excel skills, including formatting, macros and VLookup
Strong written/oral communication skills
Detail oriented and have analytical ability for in-depth research
Ability to work in a fast paced environment

Nonqualified Operations Specialist

Key skills