Assoc Specialist EPW Operations

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

This role supports Empower Personal Wealth’s Operations group. Individuals contribute to success of the organization through the review of operational transactions and administrative functions. Associates are involved in processing of money contribution/withdrawal/rollover/change of beneficiary, address updates to retirement plans of US individual investors. 

ESSENTIAL FUNCTIONS:

• Performs daily processing transactions with accuracy for EPW Operations team. Transactions include US Investor Contributions, Withdrawals and Incoming Rollovers.

• Collaborate with team members and onshore partners on assigned transactions.

• Contribute to and prepare process documents.

• Demonstrate excellent organizational skills with ability to identify and prioritize high value transactions

• Share best practices and contribute to process improvements.

• Strict adherence to non-disclosure of Client information by preserving Client confidentiality

• Ensure compliance with Quality Control and Standards.

QUALIFICATIONS:

• BCom, BBA, BSc Computer Science

• Entry level

• Good verbal and written communication

• Good collaboration and teamwork

• Able to grasp/learn new concepts and procedures quickly

• Strong customer service and interpersonal skills

• Good typing skills, attention to detail

• Basic knowledge of MS Office applications

WORKING CONDITIONS:

Normal Office Working Conditions: This job operates in a professional office environment and routinely uses standard office equipment.

1.30 PM to 10.30 PM OR 6.30 PM to 3.30 AM (To be flexible per the team’s alignment or requirement)

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.