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Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Responsibilities :
The primary responsibility of Assistant Manager is to ensure teams performance meets and exceeds function/department goals, quality target & service level expectations. Assess the staffing needs & make decisions regarding the hiring of new employee. Need to make sure that team adhere to timelines and remain flexible to change in requirements from clients
Requirements:
- Manages and drives the team who extensively deals with Non Discrimination Testing, 5500 and Plan audits
- Must be a SME of the process as the role demands trouble shooting and floor support for the team. As needed assume the QC of the work done by the team and suggest controls as needed to maintain the accuracy of the deliverables
- Career Development & Coaching – responsible for the development of staff. Conducts monthly one-on-one meetings and ongoing coaching with staff. Provides ongoing feedback regarding quality of work to team members and works to improve processes and overall quality for the team/department.
- Ensures team performance meets and exceeds function/department goals, quality targets, and service level expectations. Monitors individual reconciler statistics to ensure they are within established guidelines. Prepares reports measuring/detailing performance, including monthly management reports
- Escalated Issues – fields escalated issues from representatives, clients, and participants. Identifies trends in escalated issues and proactively addresses with staff.
- Staffing – assesses staffing needs, conducts prospective employee interviews, and makes decisions regarding the hiring of new employees. Conducts performance evaluations and manages staff issues according to company and divisional policies. Performs/assists in compensation during year end performance review.
- Participates in and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.
- Oversees the timely and accurate completion of activities across teams, ensures all the activities are completed promptly and without error.
- Manages/supports special projects
- Working knowledge of KPI’s like efficiency, utilization etc
- Other duties as assigned.
- 8-10 years of expierence in 401K retirement or BFSI domain, with minimum 4-5 years of people manager role
- Bachelor’s degree in Accounting, Finance, or MBA with related field, or equivalent experience.
- Basic knowledge of Six Sigma tools & concepts preferred
- Advanced proficiency in MS Office, particularly Excel and Access.
- Must possess strong management, project prioritization, analytical/problem-solving, organizational, and written/verbal communication skills.
- Excellent organization, prioritization and planning skills required
- Working knowledge of retirement industry and internal record keeping system
- Demonstrated leadership skills
COVID
COVID vaccinations are required for all individuals working in any Empower office location or who participate in in-person meetings and/or business activities, subject to state and local laws. Most Empower positions may require on-site presence on an occasional or regular basis and associates will need to provide proof of COVID vaccination, subject to state and local laws. Associates unable to comply with the COVID vaccination requirement due to medical reasons may request an accommodation.
