Job description
Complex Resolution Analyst
The Retirement Complex Resolution Analyst role is responsible for handling the research, remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects, bulk and individual corrective adjustments. This role manages the research, analyzes the data, summarizes the issue and reports/escalates the issue as necessary. The Retirement Complex Resolution Analyst is a recordkeeping systems subject matter expert (SME).
Key Responsibilities and Duties
Career Level
6IC
Additional Job Description:
The Retirement Complex Resolution Analyst role is responsible for handling the research, remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects, bulk and individual corrective adjustments. This role manages the research, analyzes the data, summarizes the issue and reports/escalates the issue as necessary. The Retirement Complex Resolution Analyst is a recordkeeping systems subject matter expert (SME).
Key Responsibilities and Duties
- Handles complex global, plan and individual level adjustments and remediation projects
Processes non-complex bulk account adjustments (Lost Earnings, Fund Lineup Changes, Contributions Corrections, small benefit distributions, etc.)
Processes individual participant account adjustments (Non-excess refunds, incoming and outgoing cash adjustments, loans, brokerage)
Handles the research and reporting of issues related to OMNI. This include analyzing the data and appropriately summarizing the issue(s)
Acts as a SME for Operations and IT for implementations
Assists with team trainings, knowledge sharing, SOPs
Performs root cause analysis and continuously works towards improving processes within the business and amongst our business partners
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
6IC
Additional Job Description:
Preferred Skills:
-
Minimum of one year of Omni Recordkeeping system knowledge.
-
Experience in global and plan-level remediation projects.
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Experience with annuities.
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Advanced Excel Knowledge.
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Experience with OMNI adjustments and reporting.
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Experience in Operations and IT implementations.
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Ability to share knowledge and contribute to process improvement.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our
Benefits Summary
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
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