Associate Retirement Services Operationss

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Under direct supervision, processes cash, new account setup and/or disbursements for the Mutual Fund IRA line of business.

What will you do:

• Processes cash, new account setup and/or disbursement transactions for the Mutual Fund IRA line of business.
• Works closely with senior level associates and quality coordinators to resolve issues related cash/applications transactions.
• Defers more complex issues to senior associates or department management.
• Reviews paperwork and application data in operations systems.
• Ensures completeness of paperwork based on department procedures.
• Assists with coordinating processing related issues with operations and sales call centers.
• Performs daily transaction audits and report reviews.
• Assists with additional ad-hoc processes as they relate to the department.

What will you bring:

• Bachelor s Degree in Business or related field, or equivalent experience
• Basic Microsoft Office knowledge
• Ability to type 30 words per minute

What will set you apart:

• Strong attention to detail
• Ability to multi-task and prioritize workload
• Ability to collaborate and work with teammates to accomplish daily deliverables
• Excellent communication and organizational skills Ability to coordinate and complete multiple tasks within assigned deadlines which include many same day processes
• Ability to quickly learn a variety of unfamiliar subjects
• Must be able to work independently on operational tasks.
• Works with Service, Sales, and internal business partners.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

Location

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.