Participant Transaction Processing Specialist

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Job description

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Participant Transaction Processing Specialist is responsible for accurate and efficient processing of participant level transactions representing benefit and loan processing.

What you will do

• Accurately and efficiently process and perform analysis and entry of participant transaction requests and assigned tasks into the Empower Administrative System (EASY)

• Develop 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

• Prioritize and complete assigned tasks in accordance with departmental, IRS, Department of Labor, FINRA and SEC regulations and requirements

• Design and deliver clear, respectful communications across audiences

• Interact with teams across various areas dealing with plan and participant transactions

What you will bring

• Bachelor's degree in Business, Finance, or similar field

• Able to maintain high levels of accuracy

• Ability to analyze transactions for completion and correct posting to participant accounts

• Attention to detail and the ability to maintain productivity levels

• Must be detailed oriented and have analytical ability for in-depth research

• FINRA fingerprinting upon hire

What will set you apart

• 6 - 12 months of related experience in the financial field

• Demonstrated decision making and analytical skills

• FINRA 6 registration permitted, but not required

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 36,400.00-58,200.00

Location

KS Overland Park

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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