Great-West Financial Empower Retirement

Specialist Processing Participant Transaction

US-CO-Denver (DTC)
3 weeks ago
Job ID
14904
# Positions
1
Category
Account Operations

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration

 

Job Summary:
Responsible for accurate and efficient processing of participant level transactions representing benefit and loan processing.

 

Primary Responsibilities

Duties, Responsibilities & Essential Functions:

  • Accurately and efficiently processes and performs analysis and entry of participant transaction requests and assigned tasks into EASY recordkeeping system.
  • Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.
  • Maintain departmental established productivity and quality goals.
  • Responsible for prioritization and completion of assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements.
  • Designs and delivers clear, respectful communications across audiences

Qualifications

Education:

  • Degree in Business, Finance, or similar field.

Registrations:

  • FINRA 6 registration permitted, but not required. Corporate-established timelines apply to permitted registrations.
  • FINRA fingerprinting required.

Other Preferred Qualifications:

  • 6-12 months of similarly related experience in financial field, strongly preferred.
  • Acquires basic skills and knowledge of the organizations processing platforms.
  • Demonstrates decision making and analytical skills.
  • Must be detailed oriented and have analytical ability for in-depth research.
  • Must pass company administered skills assessments such as typing and ten-key input at required minimum levels.
  • Ability to analyze transactions for completion and correct posting to participant accounts.
  • Attention to detail and the ability to maintain productivity levels are essential but more importantly must maintain high levels of accuracy.
  • Using established procedures and working under immediate supervision, performs assigns tasks
  • Performs review of data and activity to prevent risk of loss due to errors.
  • Limited contact with internal Client Relationship Manager and CSM contacts.
  • Interacts with teams across various areas dealing with plan and participant transactions.

Physical Requirements/Working Conditions:

  • Normal Office Working Conditions Frequent use of office equipment including PC, phone, fax, copier.
  • May sit for long periods of time. May stand, stoop, reach, pull and push on occasion.
  • This position frequently requires periodic and mandatory (usually unscheduled) overtime

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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