EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
A Contribution Specialist is responsible for reviewing, interpreting and processing requests for clients, including requests concerning numerous types of contributions. The selected candidate would be responsible for managing timing expectations for all transactions as well as managing proper communication and follow-up procedures with internal clients.
Relying on operational data processing to meet daily goals and objectives.
Analyzing data and/or files along with 401(k) plan parameters to ensure proper processing of client and participant data.
Maintaining attention to detail, given the potential for financial impact.
Handling standard or routine tasks requiring judgement and discretion.
Managing proper timing of processing tasks while also adhering to follow-up procedures with internal clients.
Being responsive to internal service and research requests.
Assisting other team members on request.
High School diploma.
Minimum 1 year of experience in a financial services processing environment
Strong desire for continuous learning.
Excellent written, verbal and interpersonal skills.
Proficient with Microsoft Office Suite.
Excellent organizational skills.
Prior experience working with 401(k)s and/or services in the financial industry.
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.