Job Description

Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.

Job Description

We are seeking a candidate to review requests for changes to the recordkeeping system to ensure continued alignment with written plan documentation. Key responsibilities include:

• Review plan documents, amendments, or other documentation for adherence to policies and procedures.
• Provide clear and concise communication to requestors for NIGO items within established timeframes.
• Discuss routine issues with Relationship Managers or Client Services Consultants and participate in departmental and corporate projects/initiatives.
• Identify procedures, methodologies, and process improvements to enhance the growing business unit.
• Participate in layered review of work product and provide feedback related to work product.
• Apply technology to ensure successful and timely delivery of work product.
• Provide critical control function for plan change requests involving institutional clients of all sizes and complexities.

The ideal candidate will have the ability to clearly understand plan documents and related documentation, as well as administrative and record keeping abilities.

Additional Information

All information will be kept confidential.

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