The Operations Services Representative is responsible for analyzing, interpreting and processing retirement plans participant level transactions, using a computer-based workstation to ensure that all incoming request from clients are processed in an accurate and timely manner.
Reviews participant transaction requests for proper documentation and authorization. Processes basic retirement plan transactions including but not limited to loans, withdrawals, contributions, enrollments, and exchanges. Uses a window based computer system to process transaction requests deemed to be in good order, including but not limited to AWD, CAIS, Omni Plus and PSC. Responsible for timely and accurate reconciliation of transactions. Maintains department processing standards in productivity and quality. Performs quality checking of processed transaction and correspondence.
Makes updates to the Plan Rules Database for processing procedure changes or new plan information. Calls participant to clarify instructions or obtain additional processing information. Responsible for researching and responding to email requests and inquiries received via the Centralized Processing email group.
Prepares adjustments as instructed by the Operations Services Rep II, Specialist, and/or Client Operations Manager.
Other duties as assigned.
High school diploma or equivalent
Strong interpersonal skills to work closely in a team environment
Strong math and reconciliation skills
Attention to detail
Proficiency in Windows applications
Excellent data entry skills
Schedule flexibility and ability to work over-time as dictated by the volumes of work received (could include weekend work schedule)
Strong written and verbal communication skills
Ability to successfully manage and complete multiple responsibilities simultaneously
Good organization and decision making skills
Strong problem-solving and analytical skills
T. Rowe Price Investment Services, Inc. - 2 years ago
T. Rowe Price Group administers an eponymous family of about 100 mutual funds in a variety of investment styles. Traditionally oriented...