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Sr Operations Analyst, Retirement Services (Relius STP & Trading)

American Trust Retirement

(Remote)

Job Summary:

This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be successful in this position. 

Responsibilities:

• Adhere to operating procedures and Service Level Agreements (SLAs) to ensure all jobs are performed accurately and in a timely fashion.
• Monitor Straight-Through Processing (STP) job outputs/notifications to ensure automation is achieving desired results.
• Troubleshoot and work within the Analyst team and other departments as necessary to resolve errors with Straight-Through Processing (STP) jobs.
• Update Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments.
• Add Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments.
• Complete scheduled Fee processes utilizing established procedures, imports, STP, Crystal Reports, Trade Agent/Custodian Company websites to ensure American Trust or external partners are paid within Service Level Agreements (SLAs).
• Oversee & communicate with multiple Trade Agent/Custodian Companies related to trading processes, trade rejects, internal/external system interaction, and external websites.
• Ensure all trading files are transmitted within the appropriate established deadlines.
• Manage the receipt of all trading files to ensure they are processed by the appropriate deadlines and that all activity is represented within Relius daily.
• Manage the daily reconciliation process between the recordkeeping system and the Trade Agent/Custodian Companies.
• Review assigned tickets in Salesforce to confirm all data required has been provided and identify next steps.
• Complete assigned tickets from Salesforce and fully document in detail steps reviewed, taken, & completed within the established Service Level Agreements (SLAs).
• Involvement in longer term multiple team projects where steps may be handled in stages over a period of time and require coordination, identifying business requirements for projects, and scheduled reporting to Management.
• Acts as liaison between internal American Trust teams on technical projects.
• Participation in calls/emails/projects as a Subject Matter Expert (SME).
• Research complex and sensitive service inquiries while seeing them to their resolution.
• Testing of systems and processes to provide detail & report results within established deadlines.
• Run SQL select scripts to pull data from the Relius database.
• Identify process improvements & efficiencies through automation.
• Participate in issue resolution requests to assist in resolving with minimal impact to clients and the company.
• Complete scheduled patching, maintenance, upgrades, for Relius & trading platform systems and web including other programs or processes that interact with these systems as scheduled by American Trust. This includes weekends, evening, and holiday work schedules.
• Complete system and web error prevention/resolution as identified by internal reporting/processes or by critical response systems (Text, Emails, Phone Calls) including extended workday, weekend, evening, and holidays.
• Training of team members on the Relius system, procedures/processes, STP, and Trade Agent/Custodian Company internal/external system interaction, and external websites.
• Other tasks as identified through system enhancements, custom process creation, and continued development.
• Other duties & schedules as assigned

Skills & Qualifications:

• BA/BS preferred. Equivalent experience will be considered.
• Minimum 6 years Relius experience
• Minimum 3 years Relius STP experience
• 8-10 years of related financial services operations experience
• 4-5 years of technology experience preferred
• Knowledge of ERISA Regulations and the applicable Internal Revenue Code is preferred
• SunGard Relius Administration system experience required.
• Running established Crystal reports knowledge required.
• Knowledge of Relius Straight-Through Processing (STP) Task Scheduler & Job Queue required.
• Possesses excellent interpersonal, decision-making and analytical skills.
• Microsoft Excel @vlookups, formulas, & table proficiency preferred.
• Works directly with developers to help create internal custom applications, test, & implement.
• Manage deadlines and processes for daily tasks, Salesforce Tickets, & projects.

Salary: $80,000 - $85,000 base salary, based on experience, plus eligibility to participate in the company's bonus program.

Who We Are:
EdgeCo Holdings is made up of several affiliated financial services companies, including AmericanTCS Holdings and NewEdge Capital Group. For over four decades, the EdgeCo companies have provided 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.

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, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub+), and FiduciaryxChange. 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 $600 billion assets and supports over 425K retirement plans.



What We Offer:
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. 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).




Applications will be accepted on an ongoing basis.  

How to Apply

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