Senior Operations Specialist – Retirement Plans

Title: Senior Operations Specialist – Retirement Plans

Location: Remote USA

Job Description

This position is remote and does not require regular in-office presence.

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We’re here to help people put worry behind and the future ahead and help enable a life that’s rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Responsible for providing support to Lead Specialists for special trading requests, corrections, and transactions, trading for plan transfers in/out, imports from and exports to custodians, share and cash reconciliation, fund mappings and model maintenance, plan disbursements, and other operational recordkeeping activities.

What you do

• Management and trading of revenue sharing and suspense accounts
• Processing of plan fee requests
• Distribution and Loan processing including returned distributions
• Incoming rollover and loan payoff processing
• Reconcile System and Custodian position and cash balances
• Reconcile records and execute transactions necessary for plans transferring in and out
• Processing of Prior Year Contributions, Special Trading Requests, true-ups and lost earnings allocations
• Processing of investment menu changes and mappings, model maintenance, 22c2 reporting
• Processing of System corrections including negative balance corrections, source corrections, & vesting corrections
• Processing of internal participant account transfers, including plan-to-plan transfer, QDRO splits, and beneficiary accounts
• Development of knowledge of SQL to interact with Relius system
• Development of technical skills and expansion of knowledge of our systems and RK software to find better ways to service clients and adapt to system changes and upgrades

What you bring

• Bachelor’s Degree or equivalent experience required
• 2-5 years related experience
• Retirement Plans experience required
• Excel experience required
• Relius experience preferred

What we offer:

• Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We’re committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

An Equal Opportunity Employer:

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary range $24.17 to $36.25/hour.

Location: Remote – USA

Full-Time/Part Time: Full-time