Nonqualified Fund Operations Specialist
RemoteNewport, Florida, United States
Job Summary
Create and maintain approved fund lists, including corporate action processing for nonqualified plan liability recordkeeping. Monitor and coordinate corporate action changes with operational teams while overseeing fund-specific earnings processing calendars and quality reviews. Identify transactional issues within the recordkeeping system, resolve aged items with internal departments and service partners, and act as a subject matter expert for issue resolution. Escalate vendor issues to management and assist in creating procedures, policy documents, and training materials for junior staff. Ensure proper handling of confidential data and adhere to all standard operating procedures in a fast-paced environment requiring high accuracy.
Required Qualifications
- Bachelor's degree in a business-related field
- 5+ years' experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel
- Familiarity with nonqualified liability recordkeeping
- Familiarity with asset trading concepts
- Familiarity with corporate actions
- Good written and oral communication skills
- Strong attention to detail
- Regular, reliable, and punctual attendance
- Ability to understand plan setting requirements and specifications
- Ability to effectively identify potential transactional issues within the recordkeeping system
- Ability to understand and manage multiple tasks effectively
- Ability to balance high productivity with excellent service quality
- Ability to pursue resolution of aged items
- Ability to research and resolve issues
- Ability to act as a resource/subject matter expert
- Ability to assist in the creation and maintenance of procedures and policy documents
- Ability to provide cross training and mentoring
- Ability to work in a fast-paced, dynamic environment with a high degree of urgency and accuracy
- Ability to protect, secure, and properly handle all confidential data
- Ability to interact with vendors
- Ability to escalate vendor issues to management
Desired Qualifications
- McCamish Administration System
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