Sr Operations Analyst (Remote, USA)

American Trust; United States; Remote; USD 80,000 - 85,000; Full time

Job summary

American Trust seeks a qualified candidate responsible for the transmission, settlement, and reconciliation of daily trading for plans, requiring Relius STP experience. This role involves the monitoring of STP processes and collaboration with teams to resolve issues effectively, ensuring timely performance of tasks according to SLAs.

Qualifications

• Minimum 3 years Relius STP experience.
• 8-10 years of financial services operations experience.
• 4-5 years of technology experience preferred.

Responsibilities

• Monitor STP job outputs to ensure automation goals are met.
• Conduct daily reconciliation between recordkeeping systems and custodians.
• Act as a Subject Matter Expert in calls and projects.

Skills

Interpersonal skills

Analytical skills

Decision-making skills

Education

BA/BS preferred; equivalent experience considered

Tools

Crystal Reports

Relius STP Task Scheduler

Job description

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 and add STP jobs using established guidelines based on details from the Analyst team and other departments.
• Complete scheduled Fee processes utilizing established procedures, imports, STP, Crystal Reports, Trade Agent/Custodian websites to ensure timely payments within SLAs.
• Oversee communication with multiple Trade Agent/Custodian Companies regarding trading processes, trade rejects, system interactions, and external websites.
• Ensure all trading files are transmitted within the appropriate deadlines.
• Manage receipt and processing of trading files, ensuring activity is accurately reflected in Relius daily.
• Manage daily reconciliation between the recordkeeping system and Trade Agent/Custodian Companies.
• Review Salesforce tickets for completeness and next steps, documenting thoroughly.
• Participate in long-term projects, defining business requirements and scheduled reporting to management.
• Act as liaison on technical projects between internal teams.
• Participate as a Subject Matter Expert in calls, emails, and projects.
• Research and resolve complex service inquiries.
• Test systems and processes, reporting results within deadlines.
• Run SQL scripts to extract data from Relius database.
• Identify and implement process improvements and automation efficiencies.
• Assist in issue resolution to minimize impact on clients and the company.
• Perform scheduled system maintenance, patches, upgrades, including weekends, evenings, and holidays.
• Resolve system and web errors proactively, including extended hours as needed.
• Train team members on Relius, procedures, STP, and system interactions.
• Contribute to system enhancements and process development.
• Perform other tasks as assigned.

Skills & Qualifications:

• BA/BS preferred; equivalent experience considered.
• Minimum 3 years Relius STP experience.
• 8-10 years of financial services operations experience.
• 4-5 years of technology experience preferred.
• Knowledge of ERISA Regulations and Internal Revenue Code preferred.
• Experience running Crystal reports required.
• Knowledge of Relius STP Task Scheduler & Job Queue required.
• Excellent interpersonal, decision-making, and analytical skills.
• Experience working with developers on custom applications.
• Ability to manage deadlines and processes for daily tasks, tickets, and projects.

Salary: $80,000 – $85,000 base salary, plus bonus eligibility.