Complex Corrections Operations Specialist

Lincoln Financial Group; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A financial services provider is seeking a Complex Corrections & Suspense Operations Specialist to oversee operational processes within their Retirement Plan Services. Responsibilities include analyzing data trends, reviewing legal documents, and ensuring compliance. Candidates should have a relevant Bachelor's degree or equivalent experience along with 1-3 years in retirement plan administration. Proficiency in Microsoft Office is required for this remote position.

Qualifications

• 4 years of experience can substitute for a Bachelor's degree.
• 1-3+ years of relevant experience in retirement plan administration.
• Ability to work in a fast-paced environment.

Responsibilities

• Provide oversight on operational processes related to transactions and contributions.
• Analyze data trends and recommend corrective actions.
• Review legal documents ensuring compliance.

Skills

Data analysis

Project management

Team collaboration

Microsoft Office proficiency

Education

Bachelor's degree or equivalent work experience

Job description

A company is looking for a Complex Corrections & Suspense Operations Specialist to join their Retirement Plan Services business in a remote work environment.

Key Responsibilities

• Provide oversight and direction on operational processes related to participant transactions, contributions, and trade activities
• Analyze data trends and recurring errors, identifying root causes and recommending corrective actions
• Review and interpret legal documents, including QDROs, ensuring proper execution and compliance

Required Qualifications

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1-3+ Years of experience in retirement plan administration relevant to the position's responsibilities
• Ability to work effectively in a fast-paced, team environment
• Solid project management skills with the ability to coordinate multiple projects under pressure
• Proficiency with Microsoft Office Suite