Operations Services Rep I

Job Description: This position will have a start date of September 11, 2006

Please note: We are filling multiple positions for this job.

Primary Purpose of the Position:

The Operations Services Representative is responsible for analyzing, interpreting and processing retirement plans participant level transactions, using a computer-based workstation to ensure that all incoming request from clients are processed in an accurate and timely manner.


Principal Responsibilities:

* Reviews participant transaction requests for proper documentation and authorization. Processes basic retirement plan transactions including but not limited to loans, withdrawals, contributions, enrollments, and exchanges. Uses a window based computer system to process transaction requests deemed to be in good order, including but not limited to AWD, CAIS, Omni Plus and PSC. Responsible for timely and accurate reconciliation of transactions. Maintains department processing standards in productivity and quality. Performs quality checking of processed transaction and correspondence.

* Makes updates to the Plan Rules Database for processing procedure changes or new plan information. Calls participant to clarify instructions or obtain additional processing information. Responsible for researching and responding to email requests and inquiries received via the Centralized Processing email group.

* Prepares adjustments as instructed by the Operations Services Rep II, Specialist, and/or Client Operations Manager.

* Other duties as assigned

QUALIFICATIONS:

* Bachelor's degree preferred
* Experience working in professional environment preferred
* Strong interpersonal skills to work closely in a team environment
* Strong math and reconciliation skills
* Attention to detail
* Proficiency in Windows applications
* Excellent data entry skills
* Schedule flexibility and ability to work over-time as dictated by the volumes of work received
* Strong written and verbal communication skills
* Ability to successfully manage and complete multiple responsibilities simultaneously
* Good organization and decision making skills
* Strong problem-solving and analytical skills
* High School diploma required

T. Rowe Price is an Equal Opportunity Employer.

Searchable Keywords: process, accounting, banking, finance, transaction / gj-mo

Expected Travel Time: None