Processing Manager

2 weeks ago


Appleton, United States The Retirement Advantage Inc Full time

Job Description Job Description Description:Manage the team responsible for providing timely and accurate transactional services to clients. Develop and monitor processes and procedures to ensure accuracy, timeliness and measurable performance of ongoing processing to ensure that contractual obligations under the service agreements are met. In addition, this individual is responsible for assisting with recruitment, development and training of Processing and Office Administration teams.Responsibilities:Directs the activities of the Processing and Office Administration area to ensure optimum efficiency and quality by determining and overseeing department goals/metrics, operating policies and procedures, and compliance with applicable laws and regulationsMaintain expert knowledge of processing of transactions including procedures and applicable laws and regulationsCreate and develop resources to promote efficient research of procedures and requirements of processing requests specific to the various plan providers utilizedDevelop and monitor organizational standards for timelines and workflowCoordinates the preparation of monthly production reports, analyzing the reports and providing summary of findingsEnsure departmental and individual accountability in performing the various processing related tasks according to the goals and metrics establishedInterprets and resolves complex processing issues to ensure satisfactory resolutionPrepare and manage the Processing team budget and reforecastingManage the various co-sourcing relationships as they pertain to the tasks completed on behalf of the Processing departmentOutstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touchActive member of the TRA Leadership TeamPerform other job related duties and special projects as assignedQualifications:Bachelors Degree (or equivalent experience)5-10+ years of industry experiencesSupervisory experience in the industry preferredComprehensive knowledge of the retirement industry and processing guidelines, regulations, procedures, policies, terminology, and legal requirementsStrong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environmentStrong communication skills, both written and verbalStrong project management skillsAbility to propose and implement creative solutionsAbility to take initiative and make independent decisionsExperience with FT William software is preferredASPPA or NIPA credentials are preferred#J-18808-Ljbffr

by Jobble


  • Processing Manager

    2 weeks ago


    Appleton, United States The Retirement Advantage, Inc. (TRA) Full time

    Job DescriptionJob DescriptionDescription:Manage the team responsible for providing timely and accurate transactional services to clients. Develop and monitor processes and procedures to ensure accuracy, timeliness and measurable performance of ongoing processing to ensure that contractual obligations under the service agreements are met. In addition, this...


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