FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in processing and analyzing financial transactions while adhering to regulatory requirements. Exhibits strong attention to detail and accuracy in maintaining participant accounts and communications.
Highest-signal resume keywords
Transaction ProcessingAnalytical SkillsAttention To DetailTyping SkillsKnowledge Of Financial Regulations
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 ReviewAccount CodingEASY Recordkeeping SystemIRS ComplianceFINRA ComplianceSEC ComplianceDepartment Of Labor ComplianceTen-Key Input SkillsProductivity Maintenance
Soft Skills
Decision-MakingCommunication SkillsDetail-OrientedRespectful CommunicationAbility To Work Under Supervision
Tools & Technologies
Processing Platforms
Industry Keywords
Financial FieldTransaction RequestsNIGOIGORisk PreventionPlan-Level Setup Rules
About the role
Key responsibilities & impact- Accurately and efficiently process and analyze participant transaction requests and assigned tasks in the EASY recordkeeping system
- Determine whether transaction requests are IGO or NIGO
- Work with upstream and downstream processes to capture the correct information
- Code and set up accounts and transactions in the system
- Communicate transaction updates to clients or participants
- 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
- Perform data and activity reviews to prevent losses caused by errors
Requirements
What you’ll need- 6-12 months of similarly related experience in financial field, strongly preferred
- Basic skills and knowledge of the organization's processing platforms
- Decision-making and analytical skills
- Detail-oriented with analytical ability for 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
- Attention to detail and ability to maintain productivity levels
- High levels of accuracy
- Ability to work using established procedures under immediate supervision
- Ability to review data and activity to prevent risk of loss due to errors
- Willingness to work periodic and mandatory, usually unscheduled, overtime
Benefits
Comp & perks- Flexible work environment
- Fluid career paths
- Internal mobility opportunities
- Well-being and work-life balance support
- Welcoming and inclusive environment
- Volunteering opportunities
