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Reconciliation Specialist

RPG Consultants

in Valley Stream, NY / CT / NJ / Telecommute

RPG Consultants

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 immediately.

Responsibilities include:

  • Coordinating and processing of daily share and cash reconciliations
  • Processing of contribution & loan payment files submitted by Clients and by payroll companies
  • Continually 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.


The 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.

How to Apply

Please send cover letter (including salary requirements) and resume to

Visit our web site.

This ad has been viewed 1848 times. It expires on 5/30/2017.

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