Job Summary:

Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions. Contribution Specialist is also responsible for managing timing expectations for all transactions as well as manage proper communication and follow-up procedures with internal clients.

Duties/Responsibilities:

Process contributions for Retirement Plans and/or other plans as required
Process participant loan payments, calculate and process loan payoffs
Monitor and manage loan payments
Analyze and import census data into recordkeeping system
Process banking and custody transactions required to support recordkeeping activities
Focus on operational data processing to ensure daily goals and objectives are met
Analyze data and/or files along with 401(k) plan parameters to ensure proper processing of client and participant data
Maintain focus on accuracy, given the potential for financial impact
Handle standard or routine tasks requiring judgement and discretion
Manage proper timing for completing processing tasks while also adhering to follow-up procedures with internal clients
Review and handle other tasks and reports, sometimes rotating with other team members
Be responsive to internal service and research requests
Assist other team members on request
Perform other duties as assigned

Skills/Qualifications:

High School diploma or GED, Bacehleor’s degree preferred
Minimum 1-year experience in a financial services processing environment
Working knowledge of Microsoft Office products
Able to adapt to frequent changes in a calm and professional manner
Strong desire for continuous learning
Results oriented
Excellent written, verbal, and interpersonal skills required
Excellent organizational and time management skills
Service oriented interactions with managers, peers and customers
Ability to follow documented standard operating procedures
Displays initiative
Accountability and good judgement
Experience with Relius, or other recordkeeping systems preferred
Able to work well independently