Retirement Plan Adjustment Specialist

4 weeks ago

Oklahoma City, United States CareerBuilder Full time

Retirement Plan Adjustment Specialist page is loaded

Retirement Plan Adjustment Specialist

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locations

Remote - Massachusetts, US

Remote - California, US

Remote - Maine, US

Remote - New Jersey, US

Remote - New York, US

time type

Full time

posted on

Posted 3 Days Ago

job requisition id

R20116

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
Title: Retirement Plan Adjustment Specialist
Location:

Remote - California, Connecticut, Massachusetts, Maine, Missouri, New Jersey, New York, Tennessee, Virginia - ONLY
Get To Know The Team:
The Retirement Plan Adjustment Specialist provides support to Operations and other specialized groups by researching and resolving discrepancies pertaining to retirement plan/participant accounts transactions. Discrepancies may pertain to improper balancing of payroll rosters, mismatched transactions, etc.

You must report to the office location 4-6 days per month per our hybrid work policy.
Why Youll Love It At SS&C
Flexibility:

Hybrid Work Model & Business Casual Dress Code, including jeans
Your Future:

Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
Work/Life Balance

: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
Your Well-being:

Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
Diversity & Inclusion:

Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
Training

: Hands-On and Customized by your Team, including Technical and E-Learning Resources
Extra Perks:

Discounts on fitness memberships, cell provider, childcare, travel, and more
What You Will Get To Do:
Investigates research requests generated from multiple sources, such as plan sponsors, participants, fund companies, third-party administrators for assigned clients. Obtains all appropriate backup documentation using imaged documents, microfiche, and archived records in order to trace issues to their source.
Determines need for adjustment and whether correction involves outside party

indemnification.

Makes adjustments typically involving shorter timeframes of research and corrections.
Discusses

correction/settlement

with request originator. Prepares documentation including form correspondence in cases where external parties need notifying.
Generates a variety of daily reports and reviews for discrepancies (kickers) that need research and correction. Works with Control Department and other internal groups to resolve open items.
Acts as liaison between multiple clients under time-sensitive deadlines in order to minimize potential as-of loss exposure.
The Impact You Will Make:
Solid knowledge of qualified retirement plans or mutual fund processing required. Knowledge of adjustment procedures also required.
Analytical and follow through skills required for researching information and finding solutions to pending items and discrepancies. Numbers aptitude is required.
Organization, attention to detail and accuracy are required in order to research and reconcile transactions on a timely basis.
Ability to communicate clearly in order to resolve discrepancies using internal as well as industry standard terminology.
Customer service orientation; acts as liaison between clients and internal groups.
Some college or equivalent combination of formal education and work experience required.
12-18 months previous experience in retirement plan administration required.
Knowledge of TRAC 2000 preferred.
California, New York, & Jersey City, NJ:
Salary Range for Position is expected between $50,000 and $60,000. The successful candidate may be eligible or an annual discretionary incentive compensation award.
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. SS&C reserves the right to modify this information at any time, subject to applicable law.
Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at

www.ssctech.com/careers

.
#LI-JS1 Remote
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Jersey City, NJ: Salary range for the position: 50,000 USD/hour to 60,000 USD/hour. NY: Salary range for the position: 50,000 USD/hour to 60,000 USD/hour. California: Salary range for the position: 50,000 USD/hour to 60,000 USD/hour.
About Us

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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