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Oracle Cloud ERP · 1 month ago

Associate Retirement Plan Solutions Specialist

San Diego, CA, United States

Full-time

Hybrid

Entry Level

$60K/yr - $75K/yr

1+ years exp

Oracle Cloud ERP is seeking an Associate Retirement Plan Solutions Specialist to join their Retirement Plan Solutions team. This role involves supporting the approval and maintenance of group retirement plan accounts while ensuring compliance with established processes and regulatory requirements.

Information Technology & Services

Responsibilities

Play an entry level role in ensuring Cetera Financial Group’s ERISA/retirement plans fiduciary programs continue to conform to set guidelines

Comply with processes and procedures of the team, including regulatory requirements

Provide day-to-day operational support of CFG fiduciary programs, ensuring accuracy, key metrics, and SLA’s achieved

Responsible for daily process of work associated with CFG’s retirement plan fiduciary programs, including new account set-up and maintenance

Facilitates agreement review and ensure alignment with outside vendor data

Provide program support, including onboarding of new advisors

Respond to inquiries from internal and external customers via email in a timely fashion

Strong communication skills with advisors, vendors, and internal teams

Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale

Provide feedback and contribute to improving the overall fiduciary program experience

Ability to distinguish multiple firm-specific versions of agreements and forms, recognize similarities and differences across firms; and to apply knowledge of each, as appropriate

Qualification

Financial services experienceData entry experienceOrganizational skillsCommunication skillsResults drivenRetirement plansRecordkeepersTeam collaborationAttention to detailAdaptabilitySelf-starter