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.