Position Description:
Responsible for providing support to Lead Specialists for special trading requests, corrections, and transactions, trading for plan transfers in/out, imports from and exports to custodians, share and cash reconciliation, fund mappings and model maintenance, plan disbursements, and other operational recordkeeping activities.
Position Location:
This position is remote and does not require regular in-office presence.
What you do:
- Management and trading of revenue sharing and suspense accounts.
- Processing of plan fee requests.
- Distribution and Loan processing including returned distributions.
- Incoming rollover and loan payoff processing.
- Reconcile system and custodian position and cash balances.
- Reconcile records and execute transactions necessary for plans transferring in and out.
- Processing of prior year contributions, special trading requests, true-ups and lost earnings allocations.
- Processing of investment menu changes and mappings, model maintenance, 22c2 reporting.
- Processing of system corrections including negative balance corrections, source corrections, & vesting corrections.
- Processing of internal participant account transfers, including plan-to-plan transfer, QDRO splits, and beneficiary accounts.
- Development of knowledge of SQL to interact with Relius system.
- Development of technical skills and expansion of knowledge of our systems and RK software to find better ways to service clients and adapt to system changes and upgrades.
What you bring:
- Bachelor's Degree in Accounting, Finance or Business or equivalent combination of education and experience required.
- 1-3 years retirement plans recordkeeping and/or operations experience required.
- Excel experience required.
- Relius or Omni experience desired.
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
- 401(k) Retirement Plan with company match and quarterly contribution.
- Tuition Reimbursement and Assistance.
- Incentive Program Bonuses.
- Competitive Pay.
For your time:
- Flexible Hybrid work.
- Thrive Days - Personal time off.
- Paid time off (PTO).
For your health and well-being:
- Health Benefits: Medical, Dental, Vision.
- Health Savings Account (HSA) with employer contribution.
- Well-being programs with financial rewards.
- Employee assistance program (EAP).
For your professional growth:
- Professional development programs.
- Leadership development programs.
- Employee resource groups.
- StrengthsFinder Program.
For your community:
- Matching donations program.
- Paid volunteer time– 8 hours per month.
For your family:
- Generous paid maternity leave and paternity leave.
- Fertility, surrogacy, and adoption assistance.
- Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.