Contributions Analyst II

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 Contribution Analyst II monitors ineligible contribution files and posts results to the Relius platform in accordance with internal PCS protocols. Works with internal and external customers to resolve account issues and provides concise resolutions. Provides support to the Contributions team with various projects as needed.  

Job Responsibilities

• Monitors incoming contribution requests and reviews within 24 hours. Evaluate requests, ensure required documentation is provided, determine necessary processing, and communicate required action accordingly within strict timeframe.
• Monitors all incoming payroll feeds from external vendors.
• Responsible for all incoming cash across all platforms.
• Oversees pending contribution files on the system.
• Monitors ineligible participant contributions and posting errors.
• Process payroll and contribution corrections for both internal and external errors. Evaluate each individual scenario and determine appropriate course of action based upon various factors. Process from start to finish based upon predetermined methodology and ensure completion within strict timeframe.
• Manages escalated requests from both internal and external customers. Evaluate each individual scenario and prioritize tasks to guarantee timely resolution.
• Contact internal customers to resolve account issues and provide concise written and/or oral communication regarding corrective action taken.
• Perform additional responsibilities as assigned by manager

• Bachelor’s Degree preferred
• 2-3 year of experience working with retirement plans or within the finance industry preferred
• Relius experience preferred
• Salesforce experience preferred
• Excellent written and oral communication skills
• Proficient in Microsoft Office, with focus on Excel
• Self-Starter, highly self-motivated, ability to work independently and problem-solve 
• Proven ability to work in high pressure environment with time sensitive deadlines
• Possesses the ability to display a range of characteristics, including calmness under pressure, motivation to learn, a positive attitude, excellent communication, and interpersonal skills
• Possesses a strong attention to detail 

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.