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GWIM Sr Operations Analyst

Pennington, New Jersey;

Job Description:

GWIM Sr Operations Analyst will be responsible for assisting in the preparation and facilitation of Proxy voting materials for 401(k) plans as well as the quality assurance review for the Health Benefit Solutions product. Quality assurance will include production support for quarterly consumer statements (Health Savings and Notional accounts) and annual tax forms (1099-SA and 5498-SA).  The analyst will partner with all supporting internal areas including Retirement Services and Tax Technology, RPWS, Call Center and Tax Reporting Operations, as well as the third party vendor, Broadridge (proxy),  to mail within service standards and within all regulatory/compliance guidelines. Duties may also include assisting with Fulfillment processes and plan and/or participant reporting quality assurance and related testing across multiple retirement products such as (401(k), NQ, Equity (SOP) and Defined Benefit (Pension).

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

GWIM Sr Operations Analyst will be responsible for assisting in the preparation and facilitation of Proxy voting materials for 401(k) plans as well as the quality assurance review for the Health Benefit Solutions product. Quality assurance will include production support for quarterly consumer statements (Health Savings and Notional accounts) and annual tax forms (1099-SA and 5498-SA).  The analyst will partner with all supporting internal areas including Retirement Services and Tax Technology, RPWS, Call Center and Tax Reporting Operations, as well as the third party vendor, Broadridge (proxy),  to mail within service standards and within all regulatory/compliance guidelines. Duties may also include assisting with Fulfillment processes and plan and/or participant reporting quality assurance and related testing across multiple retirement products such as (401(k), NQ, Equity (SOP) and Defined Benefit (Pension).

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21070700

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Matthew Beers

Referral Bonus:

0