Senior Operations Strategist
3 weeks ago
About Ameritas:
">Ameritas is a leading provider of financial and insurance solutions, dedicated to helping individuals achieve their goals and secure their futures. Our mission is rooted in our commitment to delivering exceptional customer experiences, fostering a culture of innovation, and promoting financial well-being for all.
">Salary: $85,000 - $115,000 per year
">About the Role:
">We are seeking an experienced Senior Operations Specialist to join our team. In this role, you will provide critical support to Lead Specialists, ensuring seamless execution of special trading requests, corrections, and transactions. You will also be responsible for managing revenue sharing and suspense accounts, processing plan fee requests, and reconciling system and custodian position and cash balances.
">Key Responsibilities:
">- ">
- Manage and trade revenue sharing and suspense accounts">
- Process plan fee requests">
- Distribute and loan process including returned distributions">
- Incoming rollover and loan payoff processing">
- Reconcile system and custodian position and cash balances">
- Reconcile records and execute transactions necessary for plans transferring in and out">
- Process prior year contributions, special trading requests, true-ups, and lost earnings allocations">
- Process investment menu changes and mappings, model maintenance, and 22c2 reporting">
- Process system corrections including negative balance corrections, source corrections, and vesting corrections">
- Process internal participant account transfers, including plan-to-plan transfer, QDRO splits, and beneficiary accounts">
- Develop knowledge of SQL to interact with Relius system">
- Develop technical skills and expansion of knowledge of our systems and RK software to find better ways to service clients and adapt to system changes and upgrades">
Requirements:
">To be successful in this role, you will need:
">- ">
- Bachelor's Degree in Accounting, Finance, or Business, or equivalent experience">
- 1-3 years Recordkeeping/Operations experience">
- Retirement Plans experience">
- Excel experience">
- Relius or Omni experience preferred">
What We Offer:
">Ameritas offers a comprehensive benefits package, including competitive pay, 401(k), flexible work schedules, and time off to care for yourself and others. We prioritize professional development, opportunity, inclusion, and diversity, and we're committed to creating a culture that values collaboration and teamwork.
">Join Us:
">If you're passionate about delivering exceptional customer experiences and contributing to a dynamic team, we encourage you to apply for this exciting opportunity. As an equal opportunities employer, we welcome applicants from diverse backgrounds and perspectives.
">Please note that the salary range provided reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors, including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization.
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