Sr. Retirement Plan Operations Specialist at TIAA — Charlotte, NC
Full job description
The Retirement Plan Operations Specialist Senior provides day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. Working under limited supervision, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.
Key Responsibilities and Duties
- Facilitates a variety of administrative tasks in support of retirement plan operations.
- Prepares and reconciles retirement plan accounts and ensures proper documentation.
- Resolves account related issues and implements process improvements to prevent reoccurring issues.
- Runs reports and audits for on-site and off-site storage for retirement plan systems.
- Ensures an adequate supply of forms are ordered and storage space are available for use.
- Manages records of data storage utilization, back-up and maintenance procedures, and recommends procedural improvements.
- Engages with plan participants and delivers support regarding various issues.
Educational Requirements
- High School Preferred
Work Experience
- No Experience Required; 2+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level 3IC
Required Skills:
- Experience in financial services industry.
- Experience in Recordkeeping (Preferably Omni Recordkeeping) systems.
Preferred Skills:
- 2+ years of experience in financial services industry.
- Experience with distribution and operations.
Related Skills
Adaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail-Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing
Anticipated Posting End Date:
2026-07-27
Base Pay Range: $20.14/hr - $28.61/hr
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