Company Overview
PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.
At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.
To learn more, visit https://www.pcsretirement.com/
Job Summary
The Trust Operations Analyst I will be responsible for daily tasks of AdvisorTrust related to administration, compliance, trading and reconciliation (both position and cash), and individual accounts to ensure deliverables are met timely and with quality. This position requires attention to detail with a strong orientation towards operational efficiencies, internal controls and compliance, and process improvement in a growth oriented, team focused and transformational environment.
Job Responsibilities
- Review and submit new business acceptance
- Prepare and submit account reviews
- Perform AML/BSA/CIP/KYC/OFAC screenings daily and remediate any discrepancies timely
- Perform monthly administrative account reviews
- Provide trust support for inquiries from internal customers
- Process daily trade requests and remediate any issues
- Perform daily fund reconciliations and remediate any issues
- Perform daily cash reconciliations and remediate any issues
- Verify and process fund dividends
- Ensure all processes are performed in compliance with our internal policies and procedures
- Maintain a high level of accuracy and attention to detail while processing and reviewing all required tasks
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Additional responsibilities as assigned by supervisor.
- Must be a resident of South Dakota
- Must be organized, adaptable and have a strong attention to detail
- Bachelor’s Degree preferred
- 2-3 years’ experience working with retirement plans/financial services industry and/or organizational equivalence
- Excellent written and oral communication skills
- Proficient in Microsoft Office with a focus on Excel
- Experience working with recordkeeping or trust accounting systems a plus
- Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality required
- Proven ability to work in high pressure environment with deadlines
- Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication and interpersonal skills
- Must be able to work independently and maintain tight schedules
- Sitting, typing and computer monitor viewing for extended periods
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $35,000 and $60,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
