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.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. 

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Operations Specialist, Enrollments performs a variety of back-office functions related to retirement plan onboarding and recordkeeping. The position works closely with advisors, account holders, institutional clients, investment providers, and internal staff to help ensure plan participants can meet their retirement savings needs.  The Operations Specialist actively participates in initiatives within the Operations department, ensuring client-specific investment requests are met.  As client needs evolve, this role requires the ability to learn and adapt to new products, processes, and procedures.

Job Responsibilities

• Manage participant enrollment process
• Perform product transfers requested by participants & advisors
• Research & resolve loan payment process specifically regarding rejected ACH pulls
• Assist in any loan maintenance requests
• Perform month-end and year-end processes
• Support conversion of blocks of retirement accounts to/from the IPX platform 
• Assist on Audit projects including gathering information and documenting policies/procedures
• Analyze and report on related Operations activity
• Support escalations from customer service calls, as needed
• Perform additional tasks as assigned

• 3+ years of financial services experience, preferably in recordkeeping, TPA and/or the brokerage or mutual fund industry
• Skilled in the use of Microsoft Excel, Word, and Outlook
• Strong understanding of investments and related operational processes with retirement plan services a plus
• Excellent communication skills both verbally and in writing, with internal associates, clients, fund families and vendors
• Ability to manage multiple tasks simultaneously within strict deadlines and with a high degree of accuracy
• Ability to participate as a member of a team, assisting in other projects as needed or as assigned
• Bachelor’s Degree in Economics, Finance, Business Administration, or related discipline preferred
• Experience collaborating with peers and teams

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 $45,000 and $75,000/year 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.