Retirement Plans Operations Analyst (12pm - 9pm Pacific)

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
 
Ready to reach your highest potential? Let’s work together.

Job Summary

Responsible for plan administration of defined contribution and defined benefit plans in compliance with regulatory requirements to provide customer satisfaction and contribute growth and profitability.

Principal Duties & Responsibilities:

• Independently interpreting and applying plan document provisions against participant and plan level accounts to assure accuracy of participant and plan level records and transactions in accordance with IRS/DOL guidelines. Interpreting the qualification of domestic relations orders and communicating next steps to interested parties.

• Research errors and out of balance activities determining root cause, any client impact and appropriate corrective action to be taken including calculating lost earnings adjustments. Partner with other functional teams on any customer action or notifications. Reconcile activities within plan and participant accounts, and create client facing reports. 

• Act as a subject matter expert on our various products and services. Consult with other teams and weigh risk on various options prior to providing recommendations on operational corrections. Use expertise to provide feedback to improve systems and processes, often used as a resource in systems upgrades and testing.

• Mentor newer or lesser experienced analysts. Review work of peers and provide detailed feedback to assure accurate plan administration. 

• Review recommend and/or implement process improvements to assure compliance with audit controls or changes that have positive customer impact or reduces company risk/liability.

PLEASE NOTE:  The shift for this role is 12:00pm – 9:00pm Pacific time.

Skills and Background You’ll Need

• Experience:  3-5 years of experience working with retirement plans.

• Education:  Bachelor’s degree in business, finance, math or accounting preferred; or the equivalent combination of education and/or relevant experience.

• Professional certification desired:  ASPPA QKA designation completed or in process.

Key Behaviors of a Successful Candidate

• Critical Thinking. A solid and thoughtful approach that clearly defines problems and analyzes information using a rational and systematic approach.

• Collaboration. Open minded and cooperative. Works in partnership with others to accomplish goals while considering new ideas, exploring possibilities and openly addressing conflict when needed.

• Communication. Confidently and competently conveys and presents information that is straightforward, uncomplicated and clear. 

• Customer Focus. Devoted to understanding and anticipating customers’ needs. Listens to understand, shows loyalty, commitment and caring to provide high quality products and services that exceed their expectations.

Why Join the Standard?

We have built an enduring legacy of stability, innovation and financial strength thanks to the contributions of the talented, creative and compassionate people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including a 401(k) plan with matching company contributions

• An annual incentive bonus plan 

• Generous paid time off

• A supportive and responsive management approach

• Opportunities for career growth and advancement  

• Paid time off to volunteer 

• An employee giving program that double matches your donations to eligible nonprofits and schools

• Much more!

#LI-REMOTE

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.