Job details
Job type full-time
Full job description
Description:
About pcs retirement
Pcs retirement, llc is one of the nation`s largest independent and conflict-free retirement solution providers in the industryPcs provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administrationPcs` comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans 401(k), 403(b), 457, cash balance, defined benefit, non-qualified, individual retirement accounts (including payroll deduction iras), and health savings accounts.
Position accountability
The distributions associate supports the daily distribution operations in accordance with internal regulations, sec and irs requirementsUnder general supervision, an associate will process and disburse financial transactions from retirement accounts to account holdersThis includes but is not limited to wires, check disbursements, deposits, and ach transactionsThe associate must apply basic knowledge and skills obtained through on-the-job training and industry knowledge to evaluate, approve, and process retirement account requests received from clientsAssociates must acquire and maintain knowledge of irs rules regarding retirement accounts and tax codes via ongoing training courses, irs publications, or other reference materialThe associate will provide support to the department to ensure tasks are completed within the established timeframeIn addition, the associate will deliver superior service with professionalism by researching individual account activity to resolve account and plan related issues in a timely and efficient manner for internal and external customers.
Requirements:
Job responsibilities:
Accurately process transactions without error by employing attention to detail including but not limited to, distributions, loans, excess contributions; perform quality review of all transactions processed to verify accuracyReview and prepare manual investment transactions to effect timely disbursement of monies.
Support the client experience by researching and fielding incoming email requests regarding transaction or plan inquiries; utilize resources and tools to answer questionsTake ownership of account related issues by researching historical activity, interacting with various vendors, internal or external partnersPromptly follow up with partners to via phone calls or email as neededUse oral and written communication skills to communicate and interact effectively with external clients, internal clients and other contacts.
Monitor the department email boxes, workflow queues and incoming faxes
Ability to meet various daily deadlines for timely processing of disbursements.
Enhance client experience by providing feedback regarding enhancements to streamline existing processes and/or increase department efficiency.
Qualifications
Associates degree or any equivalent combination of education, experience, and/or training approved by human resourcesFinancial industry experience is a plus
Demonstrated competency in a windows based environment; intermediate microsoft office applications skills required: word, excel, power point, outlook and access; keyboarding proficiency, internet savvy and use of web-based systems.
Demonstrated ability to effectively communicate professionally both verbally and in writing with diverse internal and external parties
Experience effectively handle customer inquiries and address customer issues
Strong analytical foundation, sound judgment, and ability to solve complex problems independently
Ability to manage multiple responsibilities simultaneously and complete tasks as assigned
Ability to work effectively within a team environment
Flexibility to work overtime and varied shifts as requested
Basic mathematical/bookkeeping and balancing skills sufficient to determine distribution requirements.
While performing the duties of this job, the employee is regularly required to talk or hearThe employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and armsThis position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Ada requirments (essential functions):
Physical requirements (maximum hours per shift are noted):
Sitting………………………………………………………………………………………………………………………….....8 hours/day
Standing……………………………………………………………………………………………………………………….…1 hour/day
Walking…………………………………………………………………………………………………………………………… 1 hour/day
Reaching……………………………………………………………………………………………… 0 hours/day; 8 ft, higher or lower
Use of telephone………………………………………………………………………………………………………..........8 hours/day
Working under pressure………………………………………………………………………………………………………8 hours/day
Working rapidly for long periods…………………………………………………………………………………….…… 2-3 hours/day
Use of keyboard/computer, printer, fax, copier………………………………………………………………………… 8 hours/day
Position requires close work; finger dexterity; good vision, hearing and oral communication.
May occasionally work longer than 8 hours/day.
Cognitive or mental requirements:
The following cognitive or mental requirements are necessary on a daily basis:
Critical thinking
Reading
Writing
Mathematics
Drawing conclusions from written or computer generated materials.
Analyzing data or report information
Conduct research
Implementing recommendations by coordinating persons and/or other resources
Clear verbal articulation
Additional information
Location can be remote or in the greater philadelphia and tampa areas.
As an employer, pcs believes our success depends on diversity, inclusion, and mutual respect among our team membersWe want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool.
We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunityAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
We are an equal opportunity employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
