Role & Company Overview
📋 Role Overview & Responsibilities
System One has partnered with a local business in search of a Retirement Benefit Specialist. This person would be responsible for overseeing the daily operations of multiple Retirement Benefit plans, ensuring accurate processing and reconciliation to meet service level requirements.
Responsibilities
Process contributions and loan payments from clients Manage income associated with plan funds Conduct daily, weekly, and quarterly reconciliation of plans Maintain contribution files and scan plan documents Assist in setting up new plans on the Relius record keeping system Support in the conversion of existing plans Review reports for participant data accuracy Resolve any issues that arise during processing Manage file transfers between Relius and the Trust system
Knowledge, Skills And Abilities
3 years of Employee Benefits and accounting experience preferred Ability to follow various processing procedures Deadline-oriented and able to handle fluctuations in workload Proficient in Excel and complex spreadsheets Strong reconciliation, organizational, and communication skills Effective problem-solving abilities Coordination with Employee Benefits administrators for work requests
Preferred Qualifications
Familiarity with Trust systems such as SEI Knowledge of Retirement Benefit systems like Relius
Frequently Asked Questions
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Click the “Apply for this Position” button on this page to submit your application directly to System One without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Tulsa, OK with potential relocation and sponsorship assistance depending on candidate qualifications.
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