Company Overview
PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. To learn more, visit https://www.pcsretirement.com/
Job Summary
The primary responsibility of a Fulfillment Analyst is to deliver client and partner communications, manage quarterly reporting and generate annual notices. This is an excellent opportunity for a self-starter interested in utilizing problem solving, technical and organizational skills in a fast-paced environment.
Job Responsibilities
- Delivery of all communications in a consistent and timely manner based on user group
- Planning and organizing workflows to meet client expectations
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
- Be involved in creating policies, procedures, and control mechanisms to ensure client satisfaction
- Interpret data, analyze results, and provide ongoing reports.
- Ensuring customer interaction is consistent across departments and processes
- Manage the quarterly model performance process, by analyzing and posting the data into system databases
- Driving further enhancements to existing processes by focusing on the customer experience
- Working with the Project Management and Marketing teams to design, implement and monitor communications/fulfillment processes
- Overseeing account level reporting and distributions to clients (i.e., monthly, quarterly, and annually)
- Prepare client sensitive information for distribution and mailing
- Perform other duties and special projects as assigned
- Bachelor's degree or equivalent work experience
- Proficiency in SQL highly preferred
- Demonstrated strong PC skills including Microsoft Suite, especially Excel and Teams
- Retirement plan experience is a plus
- Strong attention to detail
- Ability to meet deadlines in a fast-paced environment
- Self-motivated, takes initiative and ownership, and develops meaningful and effective working relationships
- Ability to work independently with minimal supervision and build relationships across the organization
- Strong problem solving and decision-making skills
- Excellent written and verbal communication skills
- Proven ability to comprehend technical systems and processes
- Salesforce.com experience is a plus
- Knowledge and experience with data retrieval and manipulation with SQL queries
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $16.83 and $28.85 an hour, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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