Plan Sponsor Operations Reconciliation Representative III

Fidelity Investments Inc.; Covington (KY); Sur place; USD 42 000 - 56 000; Plein temps

Résumé du poste

Fidelity Investments Inc. is seeking a Disbursements Associate to support manual disbursements and tax record creation for Workplace Investing participants.

You will help maintain reconciliations, ensure disbursement accuracy, and collaborate with internal and external partners across locations. The role requires 1–3 years in a fast-paced corporate setting, preferably in financial services, with knowledge of Fidelity systems (Omnipay, XTRAC, Disc Recon) and MS Office.

Qualifications

• 1–3 years experience in a fast-paced corporate environment, preferably in financial services with retirement product knowledge.
• Experience with Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and MS Office products (Word, Excel, Outlook).
• Ability to work independently in a deadline-driven environment with strong time management.

Responsabilités

• Support manual disbursements and tax record creation for Workplace Investing participants.
• Maintain daily reconciliations and controls related to check production and disbursement accuracy.
• Communicate effectively with internal and external partners to balance priorities and meet tight timeframes.

Connaissances

Time management

Analytical skills

Problem solving

Communication skills

Independent work

Outils

Omnipay

XTRAC

Disc Recon

Microsoft Word

Excel

Outlook

Description du poste

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The DC Disbursements team is responsible for manual disbursements and tax record creation and corrections on behalf of Workplace Investing participants and clients. The team maintains oversight of daily reconciliations and controls related to check production, disbursement reversals and manual disbursement accuracy. Associates on this team are accountable for maintaining and following controls to ensure that the organization meets established standards. Responsibilities will involve working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with scrupulous attention to detail.

DC Disbursements associates need to be able to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates. They need to be flexible to the needs of the team daily and can expertly balance multiple priorities to help the team meet tight timeframes.

The Expertise and Skills You Bring

• One to three years' experience within a professional, fast paced, corporate environment, preferably in the financial services industry with retirement product knowledge.
• Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook).
• Ability to successfully execute a task and move onto the next job function in a fast-paced and deadline-oriented environment.
• Excellent time management skills
• Exhibit strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Experience working independently while also ensuring team goals are being met.

The Team

You will be part of a team with 7 other associates in Merrimack and Covington and partner with our colleagues in other business sites. Associates on this team execute and research activities that impact clients and customers and carry a high degree of risk. The associate must ensure that established controls are being followed when completing daily functions and when providing support to business partners. Given the high degree of risk, including significant financial and reputational exposure, proactive research, resolution, accuracy, adherence to controls, and timeliness are a top priority. The associate must exercise strong technical, analytical, problem solving and decision-making skills to meet expectations and resolve issues within defined timeframes and guidelines.

Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.

For roles based in the US : Visit myHR and search for accommodation to review Fidelity's Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Category:

Operations

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.