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Job Description
- Req#: 3202814
- Provides trainings for level one Analyst responsibilities
- Research system errors by investigating inconsistencies caused by cash activities.
- Performs troubleshooting of scripts that are set up to automate cash reconciliations processes.
- Complete cash reconciliation of multiple and high-volume transactions.
- Daily deposit reporting and verification using multiple databases and Microsoft Excel
- Track and verify cash activity using Salesforce database
- Review exceptions and identify risks pertaining to uninvested cash
- Verify and process cash dividends on internal recordkeeping system.
- Communicate research findings to various internal departments and track resolution of outstanding cash issues.
- Monitor Salesforce tickets and review all requests within 24 hours. Evaluate requests, determine necessary course of actions, and communicate to appropriate team members within strict timeframe.
- Perform additional responsibilities and projects as assigned
Company Overview
PCS Retirement, LLC, a subsidiary of FSG Parent L.P., 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 Cash Reconciliation Analyst II is responsible for identifying, tracking, and resolving outstanding or uninvested cash items in retirement plan accounts. This team member would interact with external and internal business partners to communicate issues surrounding cash activity. This role provides training to level 1 associates, along with managing multiple and high-volume transactions.
Job Responsibilities
About the company
PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers. PCS acquired Aspire in 2019 and together they provide 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 and a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, IRA including Payroll Deduction, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts, and health savings accounts.
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