Ubiquity Retirement + Savings · 1 day ago
Reconciliations + Withdrawals Analyst (REMOTE)
San Francisco, CA
Full-time
Remote
Mid Level
$63K/yr - $71K/yr
3+ years exp
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Responsibilities
Possess or develop a strong foundational understanding of financial operations, including:
Participant withdrawals
Plan loans and ongoing loan maintenance
ADP, ACP, and 402(g) refunds
Required Minimum Distributions (RMDs)
Qualified Domestic Relations Order (QDRO) calculations and processing
Investments
Plan terminations and deconversions
Respond promptly and accurately to Customer Relationship Management (CRM) tickets and internal inquiries, whether written or verbal.
Collaborate with the team to assist with and take on increasingly complex responsibilities, such as:
Performing cash and fund reconciliations
Executing recordkeeping adjustments
Managing corporate actions and fund/model changes
Analyzing gains and losses
Administering plan-level fees
Processing loans, distributions, terminations, and deconversions
Provide timely and effective solutions to meet client needs and address challenges.
Contribute to the preparation of client reporting and participate in cross-training activities as directed by management.
Maintain a comprehensive understanding of company policies, procedures, and service standards to consistently meet client expectations.
Collaborate with the Team Lead to update Standard Operating Procedures (SOPs) and best practices, ensuring the team has access to up-to-date tools and resources.
Always uphold the organization’s security policies and procedures.
Maintain high-quality standards and meet established quality assurance benchmarks.
Qualification
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Required
A basic understanding of 401(k) rules and regulations
Minimum of 3 years of experience in the retirement services industry
Strong attention to detail and a commitment to accuracy
Proven problem-solving skills with the ability to diagnose and address issues effectively
Excellent written and verbal communication skills, with a focus on follow-through and clarity
Proficiency in Excel, including intermediate to advanced functions (e.g., VLOOKUP)
Process-oriented mindset with strong problem-solving and organizational abilities
Ability to work independently and collaboratively to meet team and organizational goals
Ability to effectively manage multiple priorities and projects
Strong analytical skills to evaluate situations, identify root causes, and propose solutions
Proactive and goal-driven, with a commitment to completing tasks efficiently and effectively
Ensure accuracy and thoroughness in all aspects of work
Preferred
ASPPA credentials
Benefits
Competitive compensation package
Generous stipend toward premiums for medical, dental, and vision
Learning and development stipends
401(k) Matching
Monthly wellness subsidies
Equity incentives
Flexible, accrual-based PTO policy
Time off for volunteering
Emphasis on internal promotions
Regular performance reviews
Remote work culture
Company
Ubiquity Retirement + Savings
Ubiquity is a growth-explosive entrepreneurial FinTech company.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$19.96M2019-03-26Series D· $19M
2011-09-28Series Unknown· $0.96M
Leadership Team
Chad W. Parks
Founder + CEO
Tim Cowart
Chief Financial Officer
Recent News
2024-05-20
National Association of Plan Advisors
2024-05-20
401(k) Specialist
2024-05-20
Company data provided by crunchbase
