American Trust Retirement · 5 hours ago
Sr Operations Analyst, Retirement Services (Relius STP & Trading)
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $85K/yr
6+ years expAmerican Trust Retirement is part of EdgeCo Holdings, which provides a suite of technology and support services to financial intermediaries. The Sr Operations Analyst will be responsible for ensuring the transmission, settlement, and reconciliation of daily trading for retirement plans, as well as maintaining STP processes.
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
Relius STP & Trading experience is necessary to be successful in this position
Bachelor's degree preferred; equivalent experience considered
Proficiency with FIS Relius Administration system; minimum 6 years of Relius experience, including 3 years with Relius Straight-Through Processing (STP), Task Scheduler and Job Queue
Strong interpersonal, analytical, and decision-making skills
Preferred
8–10 years in financial services operations preferred
4–5 years of technology experience preferred
Familiarity with ERISA regulations and applicable Internal Revenue Code preferred
Advanced Microsoft Excel skills (VLOOKUP, formulas, tables) 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