Great-West Financial Empower Retirement

Specialist Processing Money-In

US-NJ
4 days ago(1/12/2018 11:35 AM)
Job ID
15125
# 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 basic group level and participant remittances representing payroll contributions.

 

Primary Responsibilities

Duties, Responsibilities & Essential Functions:

  • 80% Accurately and efficiently processes and performs analysis and entry of customer 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.
  • 20% Responsible for prioritization and completion of assigned tasks in accordance with Departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements

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 cash/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.

Physical Requirements/Working Conditions:

  • 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.
  • Works under the direction of more senior level staffPerforms review of data and activity to prevent risk of loss due to errors.
  • Maintains contact with plans when identified it is appropriate to do so.
  • Works with internal Client Relationship Manager and CSM contacts when needed.
  • Interacts with teams across various areas dealing with plan and participant transactions.
  • 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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