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Contribution Specialist

American Trust Retirement

in Remote / Lexington KY / Hybrid

Job Summary:

Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions. Contribution Specialist is also responsible for managing timing expectations for all transactions as well as manage proper communication and follow-up procedures with internal clients.

Duties/Responsibilities:

• Process contributions for Retirement Plans and/or other plans as required
• Process participant loan payments, calculate and process loan payoffs
• Monitor and manage loan payments
• Analyze and import census data into recordkeeping system
• Process banking and custody transactions required to support recordkeeping activities
• Focus on operational data processing to ensure daily goals and objectives are met
• Analyze data and/or files along with 401(k) plan parameters to ensure proper processing of client and participant data
• Maintain focus on accuracy, given the potential for financial impact
• Handle standard or routine tasks requiring judgement and discretion
• Manage proper timing for completing processing tasks while also adhering to follow-up procedures with internal clients
• Review and handle other tasks and reports, sometimes rotating with other team members
• Be responsive to internal service and research requests
• Assist other team members on request
• Perform other duties as assigned

Skills/Qualifications:

• High School diploma or GED, Bachelor's degree preferred
• Minimum 1-year experience in a financial services processing environment
• Working knowledge of Microsoft Office products
• Able to adapt to frequent changes in a calm and professional manner
• Strong desire for continuous learning
• Results oriented
• Excellent written, verbal, and interpersonal skills required
• Excellent organizational and time management skills
• Service oriented interactions with managers, peers and customers
• Ability to follow documented standard operating procedures
• Displays initiative
• Accountability and good judgement
• Experience with Relius, or other recordkeeping systems preferred
• Able to work well independently

Who We Are:

EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.



What We Offer:

Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

How to Apply

To apply, please click the "Apply Now" link below or email your resume directly to cbell@edgecoholdings.com.

Apply Now

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