Great-West Financial Empower Retirement

Specialist Operational Support Services

US-KS-Overland Park
4 weeks ago
Job ID
14909
# 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

 

Summary:
Responsible for processing and quality checking of customer requests, and account adjustments, assists in monitoring and responding to incoming client service tickets, performs research, analysis, in the Benefits, Cash, Periodic Payments, Document Management, Loan Administration, Check Teams, and Issue Resolution Departments.

Primary Responsibilities

Primary Accountabilities:

  • 70% Accurately and efficiently processes and verifies that customer transactions are accurately processed, accounts payable approval, and suspense monitoring and clearing of suspense accounts.
  • Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.
  • 15% Prioritize and complete all applicable processing in accordance within departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements
  • 10% Mentor and train Account Administrators, track and input transaction and error counts for accurate quality tracking, and assist work load balancing.
  • 5% Monitor control reports, gain/loss, suspense accounts and tax form research, including corrections, clearing, and reconciliation.

Qualifications

Minimum Qualifications:

  • Previous Account Administration experience or 6 months in a related position
  • Demonstrated leadership ability and decision making skills.
  • Degree in Business, Finance, or similar field strongly preferred; or 2 years of directly related experience in cash/financial experience.

Registrations:

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

Working Conditions/Physical Requirements:

  • Normal Office Working Conditions
  • This position frequently requires periodic and mandatory (usually unscheduled) overtime as all work items must be processed same-day.
  • May be required to lift 20 + pounds with frequent repetition and perform highly manual, repetitive tasks involving the use of hands, sometimes for an entire shift.
  • 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 or duties

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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