Specialist Participant Maintenance
Core
Process and analyze participant transaction requests and perform data entry for US 401k retirement plans.
Role type
Specialist Participant Maintenance (Recordkeeping)
Builds
Transaction processing and back-end operations for retirement plans
Domain
Financial Services / Retirement Plan Recordkeeping
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
transaction processing, data entry, account setup, regulatory compliance (IRS/DOL/FINRA/SEC), analytical skills, attention to detail, ten-key input
Preferred skills
financial field experience, decision making
Technologies
EASY recordkeeping system
Responsibilities
Process and analyze participant transaction requests; Code and setup accounts and transactions in the system; Maintain productivity and quality goals; Review data to prevent errors and risk of loss.
