Lead Operations Specialist - Retirement Plans (Ameritas)

This position is remote (USA) and does not require regular in-office presence.

Position Description:

This position is responsible for all special trading requests, corrections, transactions, trading on incoming and outgoing plan transfers, imports and exports to custodians, share and cash reconciliation, fund mappings, and model maintenance.

What you do

• Reconciles Relius and Custodian cash balances daily.
• Reconciles records and executes transactions necessary for plans transferring in and out (incl. MEP/PEO clients).
• Processes complex prior year contributions.
• Processes complex Special Trading Requests, including true-ups and lost earnings allocations.
• Processes high-complexity investment menu changes and mappings.
• Processes Relius corrections including negative balance corrections, source corrections, and vesting corrections.
• Processes Social Security Number corrections or combinations within the Relius system.
• Processes internal participant account transfers, including plan-to-plan transfer, QDRO splits, and beneficiary accounts.
• Develops technical skills and expansion of knowledge of our systems and RK software to find better ways to service clients and adapt to system changes and upgrades.

What you bring

• Bachelor's Degree or equivalent experience required
• 3-5 years related Retirement Plan’s Recordkeeping experience required

What We Offer

• Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We’re committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

What we offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay

For your time:

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being:

• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth:

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

     For your community:

• Matching donations program
• Paid volunteer time– 8 hours per month

For your family:

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

For additional job details, visit the link above ("Apply for this Position" button at the top of this page).

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