Job Description
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the team:
FIS empowers small to large retirement plan providers around the globe with a comprehensive, integrated suite of retirement solutions. Our industry-leading offering includes an extensive selection of technology and services. From record keeping technology and plan administration and compliance solutions, to financial wellness that supports all aspects of retirement services business and positions our clients for future growth. We are looking for a talented resource, who is comfortable working multiple appropriately prioritized issues and/or projects at a time. One who desires to be a part of this global dynamic retirement technology team where they will grow personally, technically and professionally.
What you will be doing:
In this role, you will be assisting the T. Rowe Price US Retirement Plan participants and plan administrator with daily, monthly, quarterly, and annual activities associated with retirement plan operations. This includes processing transactions, responding to inquiries both verbally and written, running retirement plan reporting, and reconciling financial activity. You will also be assisting with plan audits and implementing plan changes. Top notch client service is expected while performing all job responsibilities.

• Respond to plan participant inquires through email and phone calls.
• Process plan and participant transactions such as contribution files, loans, withdrawals, exchanges, beneficiary changes, hardships, and QDROs.
• Assist with plan audit support and plan reporting, along with other daily, monthly, quarterly, and annual activities associated with retirement plan operations.
• Resolve moderately complex specialized client issues including conducting research and reporting to resolve these issues.
• Escalate highly complex issues to management.
• Work with internal business partners and the client on the adoption of new products, platforms and services.

What you bring:

• Experience working in the Finance industry
• Knowledge of Retirement Plans
• OMNI recordkeeping experience
• Ability to work independently with little supervision or guidance
• Proficiency in standard office software, such as MS Office, etc.
• Excellent verbal and written communication skills to audiences of various levels in the organization, e.g., executive, management, individual contributors
• Excellent analytical, decision-making, problem-solving, interpersonal, team, customer service, negotiation, conflict management and time management skills

Added bonus if you have:

• ASSPA designations
• Proficiency in industry-standard process methodologies, e.g., Six Sigma, LEAN

• Ability to persuade and influence others on the best approach to take

What we offer you:

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• The chance to work on some of the most challenging, relevant issues in financial services & technology
• A work environment built on collaboration, flexibility and respect

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Vaccination Requirements
All employees must be fully vaccinated against COVID-19 on or before December 31, 2021. Individuals with a disability (including a medical condition) or sincerely held religious beliefs or practices that prevent them from getting the vaccine may request an exemption from the vaccine requirement.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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