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DST Systems Retirement Plan Adjustment Specialist in Quincy, Massachusetts

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Organization Overview:

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Role Overview

The Retirement Plan Adjustment Specialist provides support to Operations and other specialized groups by researching and resolving discrepancies pertaining to retirement plan/participant accounts transactions. Discrepancies may pertain to improper balancing of payroll rosters, mismatched transactions, etc.

Responsibilities

  • Investigates research requests generated from multiple sources, such as plan sponsors, participants, fund companies, third-party administrators for assigned clients. Obtains all appropriate backup documentation using imaged documents, microfiche, and archived records in order to trace issues to their source.

  • Determines need for adjustment and whether correction involves outside party indemnification. Makes adjustments typically involving shorter timeframes of research and corrections.

  • Discusses correction/settlement with request originator. Prepares documentation including form correspondence in cases where external parties need to be notified.

  • Generates a variety of daily reports and reviews for discrepancies (kickers) that need research and correction. Works with Control Department and other internal groups to resolve open items.

  • Acts as liaison between multiple clients under time-sensitive deadlines in order to minimize potential “as-of” loss exposure.

Qualifications

  • Solid knowledge of qualified retirement plans or mutual fund processing required. Knowledge of adjustment procedures also required.

  • Analytical and follow through skills required for researching information and finding solutions to pending items and discrepancies. Numbers aptitude is required.

  • Organization, attention to detail and accuracy are required in order to research and reconcile transactions on a timely basis.

  • Ability to communicate clearly in order to resolve discrepancies using internal as well as industry standard terminology.

  • Customer service orientation; acts as liaison between clients and internal groups.

  • Some college or equivalent combination of formal education and work experience required.

  • 12-18 months previous experience in retirement plan administration required.

  • Knowledge of TRAC 2000 preferred.

Location:

Quincy Massachusetts

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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