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GWIM Senior Operations Analyst

Pennington, New Jersey;

Job Description:

The 401(k) Benefits Processing team within Retirement Onboarding & Operations (ROO) is responsible for administering 401(k) plans for many employers, including many Fortune 500 companies. The team assists internal partners to facilitate requests originated by 401(k) participants and by the plan sponsors of the companies we service.

This team is responsible for accurately creating and reviewing 401(k) financial transactions involving stock, money market, and mutual fund trading.  Daily functions include processing withdrawals, funds transfers, QDRO & beneficiary transactions, contributions, and loan repayments within the Service Level Agreement timeline for our clients.

Team members should expect to learn the 401(k) product as well as the skills needed to build a strong foundation for a career in financial services.

This position provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve.

Minimum Required Skills:

  • Bachelor’s degree or minimum 2 years Financial Services experience
  • Exceptional customer service skills
  • Highly organized with strong attention to detail and accuracy
  • Overtime may be required to support business needs
  • Excellent interpersonal skills
  • Strong oral and written communication skills
  • Able to work in a team oriented, fast paced, work environment
  • Strong analytical and problem-solving skills
  • Strong communication skills (verbal and written)
  • Basic PC and math skills

Desired Skills:

  • Bachelor’s degree or 3+ years of experience in Financial Services is preferred.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 8:00AM – 5:00PM

Referral Bonus Amount:

0

Job Description:

The 401(k) Benefits Processing team within Retirement Onboarding & Operations (ROO) is responsible for administering 401(k) plans for many employers, including many Fortune 500 companies. The team assists internal partners to facilitate requests originated by 401(k) participants and by the plan sponsors of the companies we service.

This team is responsible for accurately creating and reviewing 401(k) financial transactions involving stock, money market, and mutual fund trading.  Daily functions include processing withdrawals, funds transfers, QDRO & beneficiary transactions, contributions, and loan repayments within the Service Level Agreement timeline for our clients.

Team members should expect to learn the 401(k) product as well as the skills needed to build a strong foundation for a career in financial services.

This position provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve.

Minimum Required Skills:

  • Bachelor’s degree or minimum 2 years Financial Services experience
  • Exceptional customer service skills
  • Highly organized with strong attention to detail and accuracy
  • Overtime may be required to support business needs
  • Excellent interpersonal skills
  • Strong oral and written communication skills
  • Able to work in a team oriented, fast paced, work environment
  • Strong analytical and problem-solving skills
  • Strong communication skills (verbal and written)
  • Basic PC and math skills

Desired Skills:

  • Bachelor’s degree or 3+ years of experience in Financial Services is preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22074965

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jessica Horn [C]

Referral Bonus:

0