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Implementation Analyst II

PCS Retirement, LLC

in Remote / Lafayette Hill PA

Logo for PCS Retirement, LLC

Title: Implementation Analyst II

Location: Remote 

Company Description

PCS Retirement is a leading service provider of smart retirement solutions. Serving the industry for over 12 years with a conflict-free, open-architecture retirement planning management system, we offer the most extensive capabilities nationwide for all plan types [401(k), 403(b), 457, IRA, and Defined Benefit] and all retirement plan stakeholders. We provide a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options through its proprietary technology platform and strategic partnerships. PCS links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model.

Job Description

Manage the entire back office, system aspect of the plan implementation process for all new plans received from the point of sale through the transition to the ongoing servicing team. Coordinate all transaction activities with Plan Sponsors, Third Party Administrators, Broker/Agents, Prior Recordkeepers and internal groups. 

  • Work with Implementation Consultant to coordinate all system aspects of Plan installations and conversions. Review initial applications / Adoption Agreement for new Plans to be installed or converted. Ensure all data and systems requirements such as Plan format setups and data downloads are properly executed. Work with technical as needed to define requirements for mapping more complex layouts on large Plans from various providers / recordkeeping systems.
  • Handle Money Market, Mapped, Retirement Date, and complex dual strategy conversions and product moves. 
  • Release bundled and RK only conversions and apply logic to ensure redemptions and trade dates are accurately processed.
  • Coordinate with Plan sponsors, prior record keepers and or third-party administrators to arrange for fund purchases, ultimately ensuring correct allocations are made to the individual participant accounts.
  • Troubleshoots and resolves issues that arise during conversion, working in collaboration with the Implementation Consultant, operations, and relationship management. Including monitoring and assisting in effective resolution of escalation requests.
  • Work with all trade partners and cash recon teams to resolve outstanding issues properly and within specified timeframes.
  • Provide troubleshooting, testing support and issue documentation for more complex projects involving applications used within the group for ongoing enhancements. 
  • Performs Quality Control (QC) function of plan setup by offshore and allocation of applicable complexity level QC to available analysts.
  • Work with current procedures and maintain revisions and make suggestions for areas of improvement. 
  • Provide continuous guidance and training to less-experienced analysts, assuming supervisory responsibility and workflow assignment for the team partnering with other seniors daily, as well as in the absence of the Manager. 
  • Initiate self-development through courses, independent reading, and self-study.
  • Ability to adapt standard procedures, programs, and other constraints (regulations, laws, etc) in a proactive and creative manner to address uniqueness of assigned plans and exceed client expectations.

Requirements

Qualifications

  • Experience with Relius Recordkeeping Software preferred, but not required
  • Strong organizational and time management skills to prioritize workflow and ensure plans and projects are completed by deadlines.
  • Reasoning and problem-solving skills to research and resolve complex problems.
  • Excellent attention to detail and high degree of accuracy.
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
  • Ability to work under pressure and handle multiple priorities and deadlines.
  • Contribute to the direction and daily operation of the team
  • 3+ years defined contribution experience  

Additional Information

Location can be remote or in the Greater Philadelphia and Tampa Areas.

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool.

We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

How to Apply

Please apply using the link provided. 

Apply Now


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