Spec Third Party Payments Partner Services
Core
Process and validate third-party payment structures, fees, and manual payments for retirement services business lines.
Role type
Senior operational specialist (third-party payments)
Builds
Accurate payment processing and fee administration for retirement plans
Domain
Financial services / Retirement plan operations
Required skills
Contract interpretation, payment processing, financial calculations, discrepancy resolution, Microsoft Excel proficiency, regulatory reporting knowledge
Preferred skills
EASY, CIRRUS, SAP experience, TPA compensation support, financial controls familiarity
Technologies
EASY, SAP, WEBI, PRISM, OnBase, CIRRUS, BlackLine, PSC, Avaya One-X
Responsibilities
Review and interpret contracts and fee schedules to validate payment setups; Triage and process one-time, recurring, and manual payments; Resolve payment discrepancies and unsupported instructions; Calculate manual payment adjustments and gain/loss amounts; Coordinate with internal teams for TPA fee setup and expense reallocations; Respond to inquiries from internal partners and external customers; Maintain payment accuracy to minimize financial and regulatory risks.
Seniority
Mid-level, hands-on IC