American Trust Retirement ยท 2 days ago
Sr Operations Analyst, Retirement Services (Relius STP & Trading)
United States
Full-time
Remote
Senior Level, Lead/Staff
$80K/yr - $85K/yr
8+ years expAmerican Trust Retirement is seeking a Sr Operations Analyst to ensure the transmission, settlement, and reconciliation of daily trading for plans. The role involves working with Straight-Through Processing (STP) and requires collaboration with various teams to resolve issues and improve processes.
CrowdfundingFinancial Services
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 Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments
Add Straight-Through Processing (STP) jobs using guidelines established and based on details supplied from within the Analyst team and other departments
Complete scheduled Fee processes utilizing established procedures, imports, STP, Crystal Reports, Trade Agent/Custodian Company websites to ensure American Trust or external partners are paid within Service Level Agreements (SLAs)
Oversee & communicate with multiple Trade Agent/Custodian Companies related to trading processes, trade rejects, internal/external system interaction, and external websites
Ensure all trading files are transmitted within the appropriate established deadlines
Manage the receipt of all trading files to ensure they are processed by the appropriate deadlines and that all activity is represented within Relius daily
Manage the daily reconciliation process between the recordkeeping system and the Trade Agent/Custodian Companies
Review assigned tickets in Salesforce to confirm all data required has been provided and identify next steps
Complete assigned tickets from Salesforce and fully document in detail steps reviewed, taken, & completed within the established Service Level Agreements (SLAs)
Involvement in longer term multiple team projects where steps may be handled in stages over a period of time and require coordination, identifying business requirements for projects, and scheduled reporting to Management
Acts as liaison between internal American Trust teams on technical projects
Participation in calls/emails/projects as a Subject Matter Expert (SME)
Research complex and sensitive service inquiries while seeing them to their resolution
Testing of systems and processes to provide detail & report results within established deadlines
Run SQL select scripts to pull data from the Relius database
Identify process improvements & efficiencies through automation
Participate in issue resolution requests to assist in resolving with minimal impact to clients and the company
Complete scheduled patching, maintenance, upgrades, for Relius & trading platform systems and web including other programs or processes that interact with these systems as scheduled by American Trust. This includes weekends, evening, and holiday work schedules
Complete system and web error prevention/resolution as identified by internal reporting/processes or by critical response systems (Text, Emails, Phone Calls) including extended workday, weekend, evening, and holidays
Training of team members on the Relius system, procedures/processes, STP, and Trade Agent/Custodian Company internal/external system interaction, and external websites
Other tasks as identified through system enhancements, custom process creation, and continued development
Other duties & schedules as assigned
Qualification
Required
Relius STP & Trading experience is necessary to be successful in this position
BA/BS preferred. Equivalent experience will be considered
Minimum 6 years Relius experience
Minimum 3 years Relius STP experience
8-10 years of related financial services operations experience
SunGard Relius Administration system experience required
Running established Crystal reports knowledge required
Knowledge of Relius Straight-Through Processing (STP) Task Scheduler & Job Queue required
Possesses excellent interpersonal, decision-making and analytical skills
Manage deadlines and processes for daily tasks, Salesforce Tickets, & projects
Preferred
4-5 years of technology experience preferred
Knowledge of ERISA Regulations and the applicable Internal Revenue Code is preferred
Microsoft Excel @vlookups, formulas, & table proficiency preferred
Works directly with developers to help create internal custom applications, test, & implement
Benefits
Eligibility to participate in the company's bonus program
Company
American Trust Retirement
American Trust Retirement is a financial services company providing customized retirement solutions in Dubuque, Iowa. It is a sub-organization of EdgeCo.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John DiFini
Chief Technology Officer (CTO), Retirement Services
Burke Johnson
Chief Operating Officer
Company data provided by crunchbase