Great-West Financial Empower Retirement

Case Plan Changes Coordinator

US-CO-Denver (DTC)
3 months ago
Job ID
14508
# Positions
1
Category
Account Operations

Position Highlights

Under direct supervision, responsible for the ongoing plan maintenance changes on the internal record keeping system.

Primary Responsibilities

  • Successful setup of plan maintenance to include, but not limited to, setting up information provided from various sources, reviewing the system setup including all rules and indicators and procedures ensuring accurate, dependable and appropriate information based on the request.
  • Analyze data and complete simple plan maintenance requests such as address, name, contact information changes, plan level source setups, distribution rules, and other plan rules from requests submitted by various implementation teams and external sources
  • Communicate discrepancies, missing, and incomplete or unclear information with the appropriate individuals for problem solving and clarification.
  • Learns to use technical concepts. Applies policies and procedures to resolve routine issues.

Qualifications

  • HS Diploma or technical certificate from 2 year/vocational institution.
  • 0-1 year of directly related financial and/or industry experience.
  • Experience preferred with the internal record keeping system plan level screens
  • Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Strong time management and communication skills
  • Detail oriented

 

Physical Requirements/Working Conditions:

This position frequently requires periodic and mandatory (usually unscheduled) overtime as all work items must be processed within stated service level agreements.

 

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job.  They are not intended to be an exhaustive list of responsibilities, duties and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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