American Trust Retirement ยท 1 day ago
Sr Operations Analyst, Retirement Services (Relius STP & Trading)
United States
Full-time
Remote
Senior Level, Lead/Staff
$80K/yr - $85K/yr
8+ years expAmerican Trust Retirement is part of EdgeCo Holdings, which provides financial services and technology solutions. The Sr Operations Analyst will ensure the transmission, settlement, and reconciliation of daily trading for retirement plans while maintaining STP processes and leading projects related to system enhancements.
CrowdfundingFinancial Services
Responsibilities
Ensure Operational Accuracy: Adhere to established procedures and SLAs for all tasks utilizing Relius, Salesforce and Microsoft products
Assist with Managing Automation & STP: Monitor, troubleshoot, and update Straight-Through Processing (STP) jobs within Relius; identify automation opportunities
Assist with Trading & Reconciliation: Ensure timely trading file transmission, and manage daily reconciliations with multiple custodians
Maintain Systems: Perform scheduled patching, upgrades, and error resolution for Relius and trading platforms; run SQL scripts for data extraction
Lead Projects & Training: Act as liaison on technical projects, serve as Subject Matter Expert (SME), and train team members on systems and processes
Drive Continuous Improvement: Research complex inquiries, support system enhancements, and contribute to long-term projects
Qualification
Required
Minimum 6 years Relius experience and 3 years Relius STP experience
8-10 years of related financial services operations experience
SunGard Relius Administration system experience required
Running established Crystal reports knowledge required
Knowledge of Relius Straight-Through Processing (STP) Task Scheduler & Job Queue required
Possesses excellent interpersonal, decision-making and analytical skills
Preferred
BA/BS preferred. Equivalent experience will be considered
4-5 years of technology experience preferred
Knowledge of ERISA Regulations and the applicable Internal Revenue Code is preferred
Microsoft Excel @vlookups, formulas, & table proficiency preferred
Benefits
Health
Dental
Vision
Short-term disability
Long-term disability
Life insurance
PTO
401(k) match (after applicable waiting periods)
Company
American Trust Retirement
American Trust Retirement is a financial services company providing customized retirement solutions in Dubuque, Iowa. It is a sub-organization of EdgeCo.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John DiFini
Chief Technology Officer (CTO), Retirement Services
Burke Johnson
Chief Operating Officer
Company data provided by crunchbase