Great-West Financial Empower Retirement

  • Retirement Plan Transactions - Quality Assurance & Customer Service

    Location US-KS-Overland Park
    Posted Date 3 weeks ago(11/29/2018 4:48 PM)
    Job ID
    16574
    # Positions
    1
    Category
    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 Retirement Plan Transactions Specialist is responsible for researching and verifying participant transactions, as well as items that are not in good order. This is accomplished through phone calls, emails, and letters.

    Primary Responsibilities

    • Contact current participants to verify retirement plan withdrawal requests and correct requests that are not in good order.
    • Develops extensive job knowledge by applying written procedures, special handling, plan bulletins, tax charts and plan level set up rules.
    • Prioritize and complete all applicable processing in accordance within departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements

    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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