As a Financial Operations Specialist on our team, you will be responsible for billing support, data entry, data quality and data analysis. The position also includes responding to research requests as well as assisting with revenue reporting and reconciliation activities for retirement plan accounts and advisors.
This position also provides the right candidate an opportunity for continuing education specific to the retirement services industry, as well as the ability to learn new technology and further career development.
Location: Ideal candidate is located in Lexington, KY. Remote candidates will also be considered
Duties & Responsibilities:
Develop a thorough understanding of systems and processes that support the billing and administration of complex fee arrangements.
Working with the accounting and operations teams in support of fee processing and advisory fee payments.
New Advisor and Broker Dealer Setup and Review.
Quarterly report generation and distribution.
Ongoing Data Quality review
Daily monitoring of emails and workflow ticket assignments.
Provide input into department’s goal setting process.
Provide backup support to other team members.
Production of Ad Hoc reporting as requested.
Other duties and custom requests from time to time.
Required Skills and Abilities:
Education: Bachelor’s degree in business, finance, math or accounting preferred; or the equivalent combination of education and relevant experience.
Excellent Communication Skills: Confidently and competently conveys and presents information that is straightforward, uncomplicated and clear.
Detail oriented with excellent time management skills.
A solid and thoughtful approach that defines problems and analyzes information using a rational, systematic process.
Proficient with Microsoft Office products, particularly Excel and Power BI, including the ability to analyze and condense data through pivot tables, VLookUps and other functions.
Ability to multi-task and perform under pressure.
Attainment of ASPPA Retirement Plan Fundamentals RPF 1 & 2 is encouraged.