Record Keeping Analyst
4.
3 Ridgeland, MS Ridgeland, MS Full-time Full-time Estimated:
$40.
6K - $51.
4K a year Estimated:
$40.
6K - $51.
4K a year 10 days ago 10 days ago 10 days ago The Record Keeping Analyst reports to the Recordkeeping Supervisor in the MWG-Retirement Plan Services Division.
The position is located at 500 Steed Road, Ridgeland MS 39157.
GENERAL JOB DUTIES AND
Responsibilities:
The Record Keeping Supervisor will supervise and manage the workflow of all processing and recordkeeping responsibilities for the department and will perform the duties themselves as needed.
To perform the job successfully, the employee must be able to perform each essential duty satisfactorily as well as manage others responsible for the execution of these duties.
The requirements listed here are representative of the knowledge, skill, and ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Process all daily client contributions Pull funds from client's bank accounts for funding contributions Monitor all daily trading transactions and research and correct any errors Communicate with clients, plan sponsors, and advisors via phone and email Assist clients in uploading contribution files via our web portal Maintain client web credentials and assist with technical support when needed Coordinate and process plan fund changes Monitor emails and manage client expectations with timely responses Process quarterly billing for all plans Assist with participant distribution processing Assist with new account setups and forms Assist with plan deconversions Conduct monthly participant counts Manage day to day client relationships as well as daily processing and recordkeeping responsibilities Perform all other duties as assigned by the Recordkeeping Supervisor EXPERIENCE AND EDUCATION REQUIREMENTS:
High School Diploma or GED required; Associate or bachelor's degree preferred.
Previous retirement plan administration or related experience a plus.
QKA, QPA or other qualified plan designations are plus Proficient with Microsoft Office Word & Excel Excellent leadership skills will provide opportunity for advancement Must possess strong time management, organizational, problem solving, and customer service skills.
Work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail.
WORKING ENVIRONMENT:
Must be able to perform in a very high paced environment while multi-tasking or handling interruptions.
Must have the ability to work independently while practicing effective time management skills.
Must be able to prioritize projects, work multiple projects simultaneously, and meet project deadlines in an organized manner.
Must possess excellent problem-solving skills and have keen attention to details.
Strong written and verbal communication, interpersonal, and relationship building skills are required.
Must be able to handle stressful situations appropriately.
Must maintain confidentiality and privacy in every aspect of the job.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
3 Ridgeland, MS Ridgeland, MS Full-time Full-time Estimated:
$40.
6K - $51.
4K a year Estimated:
$40.
6K - $51.
4K a year 10 days ago 10 days ago 10 days ago The Record Keeping Analyst reports to the Recordkeeping Supervisor in the MWG-Retirement Plan Services Division.
The position is located at 500 Steed Road, Ridgeland MS 39157.
GENERAL JOB DUTIES AND
Responsibilities:
The Record Keeping Supervisor will supervise and manage the workflow of all processing and recordkeeping responsibilities for the department and will perform the duties themselves as needed.
To perform the job successfully, the employee must be able to perform each essential duty satisfactorily as well as manage others responsible for the execution of these duties.
The requirements listed here are representative of the knowledge, skill, and ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Process all daily client contributions Pull funds from client's bank accounts for funding contributions Monitor all daily trading transactions and research and correct any errors Communicate with clients, plan sponsors, and advisors via phone and email Assist clients in uploading contribution files via our web portal Maintain client web credentials and assist with technical support when needed Coordinate and process plan fund changes Monitor emails and manage client expectations with timely responses Process quarterly billing for all plans Assist with participant distribution processing Assist with new account setups and forms Assist with plan deconversions Conduct monthly participant counts Manage day to day client relationships as well as daily processing and recordkeeping responsibilities Perform all other duties as assigned by the Recordkeeping Supervisor EXPERIENCE AND EDUCATION REQUIREMENTS:
High School Diploma or GED required; Associate or bachelor's degree preferred.
Previous retirement plan administration or related experience a plus.
QKA, QPA or other qualified plan designations are plus Proficient with Microsoft Office Word & Excel Excellent leadership skills will provide opportunity for advancement Must possess strong time management, organizational, problem solving, and customer service skills.
Work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail.
WORKING ENVIRONMENT:
Must be able to perform in a very high paced environment while multi-tasking or handling interruptions.
Must have the ability to work independently while practicing effective time management skills.
Must be able to prioritize projects, work multiple projects simultaneously, and meet project deadlines in an organized manner.
Must possess excellent problem-solving skills and have keen attention to details.
Strong written and verbal communication, interpersonal, and relationship building skills are required.
Must be able to handle stressful situations appropriately.
Must maintain confidentiality and privacy in every aspect of the job.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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