RPG Consultants; a full-service retirement planning, recordkeeping,
administration and consulting Firm located in Valley Stream NY (Long Island) is seeking qualified candidates for the position of Reconciliation Specialist using the Relius recordkeeping system. This is a full-time mid-level position and is available
Coordinating and processing of daily share and cash reconciliations
Processing of contribution & loan payment files submitted by Clients and by payroll companies
looking for opportunities to enhance and automate procedures to achieve increased efficiencies
Maintaining a payroll tracking system
Managing delinquent loan notifications
Identifying and correcting negative holdings in
Participant accounts using DER & takeover transactions
Serve as a backup to our Helpdesk team; among other tasks.
Perfect command of the English language, both written and spoken
Proficiency in Spanish is a BIG plus
Undergraduate degree from a 4-year college
At least 3 years of experience in retirement plan reconciliation and contribution processing
Experience with Relius software is REQUIRED.
Highly proficient in MS Excel.
The ideal candidate is attentive to detail, technical/computer-literate, a self-starter and team motivator, possesses the drive to take ownership of the work and enhance procedures.
starting salary is negotiable based on experience, language skills, and proven track records of innovation; with room for growth (but, to gauge expectations, the starting salary will be around $50k). Benefits include health Insurance, a 401(k) Plan with
Employer contributions, FSA Medical and Mass-Transit Reimbursement Plans. Telecommuting candidates will be considered.