American Trust Retirement

Compensation

Full Description

Job Summary: This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be successful in this position. Responsibilities: • Adhere to operating procedures and Service Level Agreements (SLAs) to ensure all jobs are performed accurately and in a timely fashion. • Monitor Straight-Through Processing (STP) job outputs/notifications to ensure automation is achieving desired results. • Troubleshoot and work within the Analyst team and other departments as necessary to resolve errors with Straight-Through Processing (STP) jobs. • Update Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments. • Add Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments. • Complete scheduled Fee processes utilizing established procedures, imports, STP, Crystal Reports, Trade Agent/Custodian Company websites to ensure American Trust or external partners are paid within Service Level Agreements (SLAs). • Oversee & communicate with multiple Trade Agent/Custodian Companies related to trading processes, trade rejects, internal/external system interaction, and external websites. • Ensure all trading files are transmitted within the appropriate established deadlines. • Manage the receipt of all trading files to ensure they are processed by the appropriate deadlines and that all activity is represented within Relius daily. • Manage the daily reconciliation process between the recordkeeping system and the Trade Agent/Custodian Companies. • Review assigned tickets in Salesforce to confirm all data required has been provided and identify next steps. • Complete assigned tickets from Salesforce and fully document in detail steps reviewed, taken, & completed within the established Service Level Agreements (SLAs). • Involvement in longer term multiple team projects where steps may be handled in stages over a period of time and require coordination, identifying business requirements for projects, and scheduled reporting to Management. • Acts as liaison between internal American Trust teams on technical projects. • Participation in calls/emails/projects as a Subject Matter Expert (SME). • Research complex and sensitive service inquiries while seeing them to their resolution. • Testing of systems and processes to provide detail & report results within established deadlines. • Run SQL select scripts to pull data from the Relius database. • Identify process improvements & efficiencies through automation. • Participate in issue resolution requests to assist in resolving with minimal impact to clients and the company. • Complete scheduled patching, maintenance, upgrades, for Relius & trading platform systems and web including other programs or processes that interact with these systems as scheduled by American Trust. This includes weekends, evening, and holiday work schedules. • Complete system and web error prevention/resolution as identified by internal reporting/processes or by critical response systems (Text, Emails, Phone Calls) including extended workday, weekend, evening, and holidays. • Training of team members on the Relius system, procedures/processes, STP, and Trade Agent/Custodian Company internal/external system interaction, and external websites. • Other tasks as identified through system enhancements, custom process creation, and continued development. • Other duties & schedules as assigned Skills & Qualifications: • BA/BS preferred. Equivalent experience will be considered. • Minimum 6 years Relius experience • Minimum 3 years Relius STP experience • 8-10 years of related financial services operations experience • 4-5 years of technology experience preferred • Knowledge of ERISA Regulations and the applicable Internal Revenue Code is preferred • SunGard Relius Administration system experience required. • Running established Crystal reports knowledge required. • Knowledge of Relius Straight-Through Processing (STP) Task Scheduler & Job Queue required. • Possesses excellent interpersonal, decision-making and analytical skills. • Microsoft Excel @vlookups, formulas, & table proficiency preferred. • Works directly with developers to help create internal custom applications, test, & implement. • Manage deadlines and processes for daily tasks, Salesforce Tickets, & projects. Salary: $80,000 - $85,000 base salary, based on experience, plus eligibility to participate in the company's bonus program.