EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
Working under direct supervision of the Operations Manager, associates are responsible for processing transactions, to include termination distributions, in-service, hardships, loans, require minimum distributions, correctives and fees. Associates may also work with outside vendors to process participant transactions relating to distributions.
Process participant related transactions according to retirement plan requirements
Monitors outstanding distributions for all plans to insure accurate timing of distribution
Analyze the retirement plan document and correspondence for vesting, outside investments, and payout requirements which include but not limited to timing and availability.
Reviews participant distribution transactions to ensure they were processed correctly
Work with management to identify opportunities and implement changes to improve operating processes, both for effectiveness and efficiency
Scan and index paperwork into imaging system
Other departmental duties as needed and assigned
Excellent written, verbal, active listening and interpersonal skills required
Proficient with Microsoft Office Suite
Excellent organizational skills
Acute attention to detail
Education and Experience:
High School diploma or equivalent
Minimum 2 years of experience in transaction processing, financial services, or customer service
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.