Retirement Plan Fund Change Specialist
1 day ago
As a Plan Fund Change Retirement Plan Specialist at SS&C Technologies, you will be responsible for processing all plan-level fund related items for existing plans, ensuring accurate data and system requirements are executed. You will collaborate with others to address system issues, training issues, and procedural changes, and engage with clients to ensure accuracy and process improvements. This role requires strong analytical and problem-solving skills, as well as the ability to work independently and collaboratively with team members to achieve team goals.
Responsibilities:
Independently process all plan-level fund related items for existing plans, all clients.
Ensure all data and systems requirements are executed accurately.
Collaborate with others as needed to address system issues, training issues, and procedural changes.
Engage with clients to ensure accuracy, post event confirmation, and process improvements.
Perform complex computations, understanding and processing numbers, and analyzing data with a high level of accuracy.
Collecting and analyzing information, assessing plan requirements, and generating innovative solutions.
Leverage data reporting to facilitate client optimization of actual value.
Work independently and collaboratively with team members to achieve team goals.
Learn about new products and services.
Process complex and simple transactions for various clients such as mutual funds, defined contribution, and 529 plans.
Generate and distribute record-keeper data.
Exposure and training on various complex software systems.
Requirements:
Bachelor's degree or equivalent combination of formal education and work experience.
3-5 years' Defined Contribution Plan administration Processing and/or Plan Fund Change experience required.
Proficient knowledge of qualified retirement plans and an understanding of financial on fund level processing.
General knowledge of Internal Revue Services and Security Exchange Commission regulations.
Strong knowledge of MS Word and Excel required.
Effective Communication skills required.
Superior client-centric and solution-centric focus.
Ability to work 6 days per month in the local office.
About SS&C Technologies:
SS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. We are committed to being an organization that welcomes, celebrates, and thrives on diversity. We offer excellent benefits, including health, dental, 401k plan, tuition and professional development reimbursement plan. We are an Equal Employment Opportunity employer and do 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.
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