Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Responsible for quality control and review of billing and/or fee rule set-up, changes and corrections on the Great-West Financial Services Recordkeeping Platform. Review and approval of complex billing calculations and reconciliations for most complicated clients on EASY.

What you will do

• Set up of explicit fee structures for all lines of business on record keeping system. Handles the more
• complex service requests and helps with corrections. May help train team members, assist with quality
• control review, and act as a backup for other team members. Research and resolve items on control
• reporting and analytics.
• Analyze fees for significant cases, calculating amounts to/from customer, assist service teams with
• understanding and explaining fees. Requires a thorough understanding of all fee structures and system
• functionality.
• Research and resolve issues working with systems teams, relationship managers, and other team
• members. Make recommendations for corrective actions.
• May perform various tasks surrounding cash processing, accounting entries. Assists with invoice creation
• and receipt of payments for large/mega clients. Assists with written documentation of procedures, and audit
• requests.
• Responsible for reconciliation of suspense and receivable accounts, including ongoing follow up with other
• teams as needed. Documents comments for aged items in all monthly reconciliations based on current
• status.
• Other duties as assigned

What you will bring

• Bachelors Degree in Business, Finance, or similar field
• FINRA fingerprinting required.
• If you are licensed, you will be eligible for and will/may be asked periodically to perform duties associated with required FINRA registered functions.
• Intermediate MS Office skills
• Intermediate EASY and SAP skills
• Strong management, organizational, analytical/problem solving, written and verbal communication skills
• Ability to prioritize projects and work independently
• Must be fluent in English
• Must be available to work overnight hours
• Normal Office Working Conditions

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.