Accurately and efficiently processes and performs analysis and entry of participant transaction requests.
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.

1-4 years of similarly related experience in financial field, strongly preferred.
Acquires basic skills and knowledge of the organization's 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 to detail and the ability maintain productivity levels are essential but more important must maintain high levels of accuracy.
Performs review of data and activity prevent risk of loss due errors.

Operations Support Specialist

Key skills