Job Summary:
This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for retirement plans and the creation & maintenance of STP processes.
Relius STP & Trading experience is necessary to be successful in this position.
Responsibilities:
- Ensure Operational Accuracy: Adhere to established procedures and SLAs for all tasks utilizing Relius, Salesforce and Microsoft products.
- Assist with Managing Automation & STP: Monitor, troubleshoot, and update Straight-Through Processing (STP) jobs within Relius; identify automation opportunities.
- Assist with Trading & Reconciliation: Ensure timely trading file transmission, and manage daily reconciliations with multiple custodians.
- Maintain Systems: Perform scheduled patching, upgrades, and error resolution for Relius and trading platforms; run SQL scripts for data extraction.
- Lead Projects & Training: Act as liaison on technical projects, serve as Subject Matter Expert (SME), and train team members on systems and processes.
- Drive Continuous Improvement: Research complex inquiries, support system enhancements, and contribute to long-term projects.
Skills & Qualifications:
- Bachelor’s degree preferred; equivalent experience considered.
- Proficiency with FIS Relius Administration system; minimum 6 years of Relius experience, including 3 years with Relius Straight-Through Processing (STP), Task Scheduler and Job Queue
- 8–10 years in financial services operations preferred.
- 4–5 years of technology experience preferred.
- Familiarity with ERISA regulations and applicable Internal Revenue Code preferred.
- Strong interpersonal, analytical, and decision-making skills.
- Advanced Microsoft Excel skills (VLOOKUP, formulas, tables) preferred.
Salary: $80,000 – $85,000 base salary, based on experience, plus eligibility to participate in the company’s bonus program.