Great-West Financial Empower Retirement

  • Senior Specialist Processing Transactions - Entry Level

    Location US-KS-Overland Park
    Posted Date 3 weeks ago(11/29/2018 5:02 PM)
    Job ID
    # Positions
    Account Operations
  • Position Highlights

    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


    The Senior Specialist Transaction Processing is responsible for accurate and efficient processing of more complex participant level transactions representing benefit and loan processing. Accurately and efficiently processes and performs analysis and entry of more complex participant transaction requests and assigned tasks into EASY recordkeeping system.

    Primary Responsibilities


    • 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
    • Identifies and participates in implementing improvements to processes;
    • Demonstrates strong work ethic and personal accountability



    • Degree in Business, Finance, or similar field.
    • FINRA 6 registration permitted, but not required. Corporate-established timelines apply to permitted registrations. FINRA fingerprinting required.
    • 1-2 years of similarly related experience in operational processing strongly preferred.
    • Demonstrated understanding of the financial industry and increased knowledge of the Empower Retirement services, products, policies and procedures and the impact of their processing as it relates to these items; in addition to the knowledge requirements of the Specialist
    • Processing Benefits
    • Demonstrates advanced decision making and analytical skills. Must be detailed oriented and have analytical ability for in-depth research; in addition to the skills requirements of the Specialist Processing Benefits
    • This position frequently requires periodic and mandatory (usually unscheduled) overtime.
    • Using established procedures and working under immediate supervision, performs assigns tasks.
    • Performs review of more complex data and activity to prevent risk of loss due to errors.
    • Maintains contact 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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