CAR Admin
Core
Support account reconciliation, accounting activities, payment processing, and operational functions for retirement accounts.
Role type
Operations Analyst (Retirement Operations)
Builds
Accurate account reconciliations, validated payments, and resolved operational exceptions.
Domain
Financial services / Retirement operations
Required skills
Account reconciliation, journal entries, general ledger analysis, payment processing, ACH/wire/check processing, tax remittance, gain/loss tracking, process improvement, fund launches/liquidations/mergers
Preferred skills
Transfer Agency experience, financial services industry experience, Apollo, RPS Websites, Salesforce, DST 3270, TA 2000, DST SmartDesk, AWD, Essbase add-in
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Apollo, RPS Websites, Salesforce, DST 3270, TA 2000, DST SmartDesk, AWD, Essbase
Responsibilities
Perform timely and accurate account reconciliations; research and resolve reconciliation exceptions; support day-to-day accounting activities; prepare and validate dividend and commission payments; collaborate with business partners to identify process improvements.
Seniority
Mid-level, hands-on IC