Hybrid Operations Analyst

at PCS Retirement

• Job title: Operations Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $40,000 - $50,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Operations Analyst managing participant enrollments and data for PCS Retirement, a retirement solutions provider. Ensuring data accuracy, processing transactions, and supporting participant inquiries.

Responsibilities

• Review/validate data and accurately enter and verify information in the Record Keeping System including: Participant Census, Advisor Assignment, Investment Elections, Beneficiary Elections, Scheduled Transactions & Participant Level Billing
• Review and validate data and accurately enter transactions in the Record Keeping System including: Rebalances, Realignments & Fund Transfers
• Review and validate data and accurately enter and verify custodial account information including: Participant Account Opening, Fund Additions & Advisor Assignment
• Index initial forms received and place into queues for processing
• Verify signatures, document revision date, and complete OFAC/CIP verification as needed
• Internal and External follow-up with any correspondence needed for missing information
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates as well as external clients
• Maintain a high level of accuracy and attention to detail while processing and reviewing all required tasks
• Define areas for process improvements, and gaps in knowledge for team training
• Perform other duties and responsibilities as assigned

Requirements

• Bachelor's Degree or equivalent combination of experience, education, and/or training.
• Must be able to work independently and maintain tight schedules
• Intermediate knowledge of Microsoft Office Suite including Outlook, Excel and Word
• Strong communication skills
• Strong attention to detail required

Benefits

• 401(k) match
• medical
• dental
• vision
• life insurance
• short and long term disability
• paid-time off