Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., 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 Cash Reconciliation Analyst II is responsible for identifying, tracking, and resolving outstanding or uninvested cash items in retirement plan accounts. This team member would interact with external and internal business partners to communicate issues surrounding cash activity. This role provides training to level 1 associates, along with managing multiple and high-volume transactions.

Job Responsibilities

• Provides trainings for level one Analyst responsibilities 
• Research system errors by investigating inconsistencies caused by cash activities. 
• Performs troubleshooting of scripts that are set up to automate cash reconciliations processes.
• Complete cash reconciliation of multiple and high-volume transactions.
• Daily deposit reporting and verification using multiple databases and Microsoft Excel 
• Track and verify cash activity using Salesforce database 
• Review exceptions and identify risks pertaining to uninvested cash
• Verify and process cash dividends on internal recordkeeping system.
• Communicate research findings to various internal departments and track resolution of outstanding cash issues.
• Monitor Salesforce tickets and review all requests within 24 hours. Evaluate requests, determine necessary course of actions, and communicate to appropriate team members within strict timeframe.
• Perform additional responsibilities and projects as assigned 

• Bachelor’s Degree in Business Administration or Finance preferred. 
• 3-5 years of retirement industry experience required 
• Experience with Relius Administration record keeping system preferred.
• Experience in retirement plan reconciliation
• Intermediate skillset in Microsoft Office, with focus on Excel
• Excellent written and oral communication skills
• Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality required.
• Proven ability to work in high pressure environment with deadlines.
• Ability work under pressure, meet tight deadlines, maintain a positive attitude, and exhibits excellent interpersonal skills. 
• Must be able to work independently and in a group setting 

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 $48,000 and $60,000/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.