Non-Qualified Transaction Processing Representative III

As a NQ Transaction Processing Representative, you have a quest to understand why and how regulatory requirements, plan rules and system configurations come together to complete our customer requests for Non-Qualified Plans. Your ability to complete a variety of assigned tasks both timely and accurately makes you a huge asset to the team.

Responsibilities

Dedicated and can contribute through creative, flexible work solutions (i.e., independence of thought) while exercising sound and professional discernment; Communicating with internal business partners (Client Services, WPS, and Compliance) and our Clients to provide world class service; Identifying and assisting with workflow enhancements, offering improvement recommendations/ideas, and supporting change in order drive process efficiencies; Ensuring the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues in addition to tracking and entering time and volume-related data to evidence processing compliance and reporting accuracy; Work independently to determine if participant or plan sponsor requests are IGO or NIGO based on pre-defined business and plan rules and contact clients and/or business partners to resolve NIGO’s

Requirements

Bachelor’s degree or equivalent work experience; 1 plus years related experience working with retirement plans; Experience working with Microsoft including Excel, Outlook, and Access database software; Solid understanding of Fidelity systems (FPRS, FocusPoint, Plan Sponsor Webstation, XTRAC); Ability to work in a team environment / Great teammate; Excellent verbal, written communication skills, along with strong attention to detail with ability to self-manage workload; Issue resolution and problem-solving capabilities (ownership and advocacy); Analytical and possess the ability to propose solutions/follow through; Ability to balance multiple priorities, set priorities, meets goals and deadlines; Risk-mitigation skills - client, plan and participant level; Have a curiosity about learning about Fidelity’s back office operations and plan configurations; Understand the importance of working with our Fidelity business partners and clients

Nice to have

Transaction Processing and/or experience with Non-Qualified plans