Wealth Retirement Plan Services Analyst
3 weeks ago
The primary responsibility is to provide comprehensive support to the Wealth RPS Relationship Managers, Wealth RPS Account Managers, Wealth RPS Sales Officers, Wealth RPS Education Specialist along with RPS Clients and their participants in the day to day service activities of account relationships. Responsible for quarterbacking both internal and external client responses. The position is also responsible for delivering a high degree of business professionalism as a contact for RPS Team, clients and participants, responding to routine and complex business, plan, and service questions. Additionally, the position also supports the needs of the business in managing daily tasks and workflow, proactively managing annual plan administration activities, assisting with sales and business development activities, and assigned projects.
Position Specific Responsibilities
Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients and their participants throughout the processes of client conversion, maintenance, and communication.
Primary responsibility is to support Accounting systems and Recordkeeping applications. Acting as resource to internal and external clients in supporting a “white label” outsourcing environment.
Under minimal supervision, provide complex and confidential support services.
Independently handle a wide variety of situations and assignments that are non-routine.
Serves as a day to day contact and consultant to RPS clients and participants (as a secondary point of contact beyond the call center) on plan matters and questions. Researches and assists in resolving client inquiries and issues through to resolution involving plan document provisions, impact of regulatory requirements on plan operations; displays initiative to problem solve and escalate when appropriate, ability to work independently.
Will compose correspondence, prepare reports, and participate in special projects as directed, including providing direction to vendor regrading report building and data collection.
Prepares and composes sales presentations, client fiduciary and service reviews, and participant communication materials under the direction of the Sales Officer and/or Wealth RPS Relationship Managers.
Provide Quality Assurance check on Plan Compliance Testing for clients to testing is completed timely and properly.
Manages annual and ad hoc plan administration workflows (annual census and testing cycle, Form 5500 filing, external audit support, fund changes, plan amendments, Notice requirements, etc.)
Support 5500 Audit requirements and provide 3(16) 5500 Review and electronic submission.
Responsible for preparing daily, monthly, quarterly, and annual reporting within established timelines.
Key liaison within department providing user support on applications and operating systems.
Responsible for regulatory filings as assigned. Must stay informed on regulator changes/updates and put into practice within established timeframes.
Assist is writing, interpreting and implementing department procedures.
JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS
Bachelor’s degree in accounting, finance information systems or relevant area preferred; experience will be considered in lieu of education.
Minimum of seven years experience in retirement plan services operations or other financial services, information systems or related fields. Knowledge of regulations and laws for these areas is crucial.
Position requires strong analytical, project management, technical and financial skills. Experience in data base management and wealth accounting platforms is required.
Proven leadership and training skills; ability to communicate effectively at all levels and develop rapport and relationships across the enterprise and with our vendor partners.
Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
-
Wealth Admin Supervisor
3 weeks ago
Racine, United States Johnson Financial Group Full timeOverview Primary responsibility is to manage, direct workflow and provide comprehensive support to the Wealth Administrative team across one or multiple markets. The Wealth Administrative Supervisor will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business...
-
Wealth Fiduciary Assistant
4 weeks ago
Milwaukee, Wisconsin, United States Johnson Financial Group Full timeOverview: Primary responsibility is to provide comprehensive support to the Wealth Fiduciary Advisors within a specific geographic area. The Wealth Fiduciary Assistant will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business development, client referral and...
-
Wealth Advisor Support Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Johnson Financial Group Full timeOverview: This position is the primary internal contact for JFG Wealth advisors and other front office associates (collectively “Wealth Users”) for any support needed in working with our primary custodian (BNYM Pershing) and the Wealth application suite of technologies including NetX360, Proposal Tool, Client Onboarding, Tamarac Reporting and CRM...
-
Transportation Analyst
1 week ago
Racine, United States Bartech Full timeLocation: Location: Transportation Analyst in Racine, WI at The Bartech Group **Location:** **Experience:** Not Specified **Job Description** **Job #:** 211291 **Job Description** If you are an experienced Transportation Analyst looking for a position with a leading company, Bartech can help! We are a leading staffing firm and our clients include some...
-
Business/Technical Analyst
1 week ago
Racine, United States Ageatia Global Solutions Full timeDescription: Under general direction, the Business/Technical Analyst will participate in a specific project on a hybrid Active Directory (AD) environment. The goal of the project is to bring the AD environment into compliance to standard, consolidate processes and socialize the AD processes across the organization. The Business/Technical Analyst will be the...
-
Business/Technical Analyst
2 days ago
Racine, United States Ageatia Global Solutions Full timeDescription: Under general direction, the Business/Technical Analyst will participate in a specific project on a hybrid Active Directory (AD) environment. The goal of the project is to bring the AD environment into compliance to standard, consolidate processes and socialize the AD processes across the organization. The Business/Technical Analyst will be the...
-
Customer Fulfillment Analyst
5 days ago
Racine, United States DivIHN Integration, Inc Full time*Title: Customer Fulfillment Analyst*Location: Racine, WIDuration: 8 Months*A detailed description of the position will be shared once we get your application**Customer Fulfillment Analyst**Hours*: 7:30 AM – 4:00 PM CST with flexibility due to project demands*Interview Format:* Video Interview with two parties.*Description:**REQUIRED EDUCATION:*High School...
-
Full Time Guest Service Representative
3 weeks ago
Racine, Wisconsin, United States Festival Foods Full timeJob Summary: Job Title: Guest Service Representative (GSR) FLSA Status: Hourly Reports To: Guest Services Manager Under the direction of the Guest Services Manager, the GSR position is responsible for the operations of the Guest Service Department, leadership of associates and providing an exceptional shopping...
-
Senior Financial Analyst
4 weeks ago
Onalaska, Wisconsin, United States Festival Foods Full timeJob Summary: Title: Senior Financial Analyst Reports To: Financial Planning & Analysis Director (FP&A) Status: Salary Under the direction of the Financial Planning & Analysis Director, the Senior Financial Analyst will manage and drive improvement in financial reporting, planning and analysis. Job...
-
Network Analyst
1 week ago
Racine, United States Modine Manufacturing Company Full timeJOB REQUIREMENTS: At Modine, we are engineering a cleaner, healthier world. Building on more than 100 years of excellence in thermal management, we provide trusted systems and solutions that improve air quality and conserve natural resources. More than 13,000 employees are at work in every corner of the globe, delivering the solutions our customers need,...
-
Network Analyst
2 days ago
Racine, United States Modine Manufacturing Company Full timeJOB REQUIREMENTS: At Modine, we are engineering a cleaner, healthier world. Building on more than 100 years of excellence in thermal management, we provide trusted systems and solutions that improve air quality and conserve natural resources. More than 13,000 employees are at work in every corner of the globe, delivering the solutions our customers need,...
-
Payroll Analyst
4 weeks ago
Milwaukee, Wisconsin, United States Veolia Full timeJob Description BENEFITS Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental and vision insurance. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective...
-
Customer Fulfillment Analyst
1 week ago
Racine, United States Generis Tek Inc. Full timeJob DescriptionJob Description We have Contract role for Customer Fulfillment Analyst for our client at Racine, WI. Please let me know if you or any of your friends would be interested in this position. Position Details:Customer Fulfillment Analyst- Racine, WILocation : Racine, WI 53403 (Onsite)Project...
-
Racine, United States Personnel Resources Full timeJob DescriptionJob DescriptionOur growing client company located is looking to add a CNC Machinist to their successful team on 1st shift. The right candidate for this position must have at least 2+ years in like or similar role, be able to operate CNC Machines, perform minor edits to CNC programs as required; change tools and make offset adjustments. To...
-
Production Line Bagger
3 weeks ago
Racine, United States Personnel Resources Full timeJob DescriptionJob DescriptionAre you ready to roll up your sleeves and dive into a hands-on opportunity? We're looking for dedicated individuals to join our team as Production Line Baggers for 1st shift! Prepare for a dynamic role that involves working for over 50 hours a week, offering excellent earning potential. Here's what you need to...
-
HR Data
3 weeks ago
Milwaukee, Wisconsin, United States Veolia Full timeJob Description Benefits: Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental and vision insurance. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective...
-
A Practice with Flexibility
1 week ago
Racine, United States Bluestone Physician Services Full timePosition Description:Full-time physicians care for patients Monday-Thursday; option for Fridays to be a clinical or an administrative dayCollaborate and provide clinical expertise with Nurse Practitioners and Physician AssistantsManage a panel of 200+ patients ( approximately 14-18 patients per/day)Flexibility in designing and managing your scheduleDevelop...
-
Practice with the #1 ACO
4 weeks ago
Racine, United States Bluestone Physician Services Full timePosition Description:Full-time physicians care for patients Monday-Thursday; option for Fridays to be a clinical or an administrative dayCollaborate and provide clinical expertise with Nurse Practitioners and Physician AssistantsManage a panel of 200+ patients ( approximately 14-18 patients per/day)Flexibility in designing and managing your scheduleDevelop...
-
API Business Analyst
1 week ago
Wisconsin Rapids, United States Connecture Full timeClosely work with external parties to understand business needs and requirements as they relate to various integrations. Work with technical team to design a solution that best fits business needs. Translate business needs into requirements for different teams to implement. Work with the Project Management team, Business Analyst team, Technical Leads,...
-
API Business Analyst
2 days ago
Wisconsin Rapids, United States Connecture Full timeClosely work with external parties to understand business needs and requirements as they relate to various integrations. Work with technical team to design a solution that best fits business needs. Translate business needs into requirements for different teams to implement. Work with the Project Management team, Business Analyst team, Technical Leads,...