Spec Conversion Plan Rule Setup

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Job Summary: -

Under general supervision, this role is responsible for accurate setup, changes, and performing quality assurance reviews of new plan sales in the recordkeeping system with an emphasis of supporting requests that are more complex in nature.

Primary Duties and Responsibilities: -

• Process new plan setup and quality assurance reviews from the queue that include, but not limited to, establishing information provided from various sources, reviewing the recordkeeping system setup including all rules and indicators using established procedures. Ensure accurate, dependable, and appropriate data entry and information on the recordkeeping system based on the request and source documentation provided within established time standards.
• Analyze, accurately process, and review for quality assurance system changes to existing information on the recordkeeping system based on queue requests and source documentation provided and submitted by various internal teams within established time standards
• Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification
• The Senior Rep takes on a mentor role and will assist with training. This can involve training new hires or creating best practices, research topics, or new processes to be presented to team.
• Be an active quality check resource for the Plan Rule Setup.
• May attend meetings on new product rollouts/features and consult on plan level setup and change functionality.
• Compose routine written correspondence and conducts research into problems and inquiries
• Strong attention to detail is required
• Ability to multitask and utilize dual monitors to work in multiple operating systems or applications simultaneously
• Create and update procedures/SOP & checklists
• Adheres to the service standard deadlines
• Ability to handle fast paced order processing environment, repetitive duties and ability to embrace change positively.
  
  

Competencies

• Innovative: Challenges established ways of doing things by sharing resourceful ideas and solutions; pushes for continuous improvement in all ways of doing business; begins or introduces something new; offers creative ideas and approaches problems with curiosity and open-mindedness; champions new initiatives within and beyond the scope of own job.
• Teamwork: Works effectively and cooperatively with other people; creates a commitment to common goals; values the contributions of all team members; contributes to a positive environment where all team members participate, supports team decisions and listens carefully to understand various and diverse points of view; recognizes and celebrates team successes; minimizes organizational obstacles to help teams work more effectively.
  
  

Background And Qualifications

• Bachelor’s degree is a must
• 2-4 years business related experience required
• Minimum 2 years of prior experience with the recordkeeping system, including plan level setup’s & maintenance
• Strong attention to detail
• Excellent time management
• Excellent verbal and written communication
• Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc.
• Understanding of retirement plan rules and IRS codes preferred
  
  

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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