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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in processing financial transactions while adhering to regulatory requirements. Capable of maintaining high productivity and accuracy levels in a fast-paced environment.
Highest-signal resume keywords
Financial Transaction ProcessingRegulatory ComplianceAnalytical SkillsAttention to DetailTyping and Ten-Key Input Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction AnalysisData ReviewCoding TransactionsResearch SkillsProductivity Maintenance
Soft Skills
Decision-MakingClear CommunicationRespectful Interaction
Tools & Technologies
EASY Recordkeeping SystemProcessing Platforms
Industry Keywords
IRS RegulationsDepartment of Labor ComplianceFINRA StandardsSEC Regulations
About the role
Key responsibilities & impact- Accurately and efficiently process and analyze participant transaction requests and assigned tasks in the EASY recordkeeping system
- Apply written procedures, special handling instructions, plan bulletins, tax charts, and plan-level setup rules
- Maintain departmental productivity and quality goals
- Prioritize and complete assigned tasks in accordance with departmental, corporate, IRS, Department of Labor, FINRA, and SEC regulations and requirements
- Design and deliver clear, respectful communications across audiences
- Identify transaction types and determine whether requests are IG or Nil
- Work with upstream and downstream processes to capture correct information
- Code transactions in the system and communicate updates to clients or participants
- Review data and activity to prevent risk of loss
Requirements
What you’ll need- 6–12 months of similarly related experience in a financial field strongly preferred
- Basic skills and knowledge of the organization’s processing platforms
- Decision-making and analytical skills
- Detailed orientation and ability to conduct in-depth research
- Must pass company-administered typing and ten-key input skills assessments at required minimum levels
- Ability to analyze transactions for completion and correct posting to participant accounts
- Ability to maintain productivity and high accuracy levels
- Ability to perform assigned tasks using established procedures under immediate supervision
- Ability to review data and activity to prevent risk of loss
- Ability to work periodic and mandatory, usually unscheduled, overtime
Benefits
Comp & perks- Flexible work environment
- Fluid career paths
- Internal mobility opportunities
- Purpose, well-being, and work-life balance support
- Welcoming and inclusive work environment
- Volunteering opportunities