Plan Sponsor Operations Reconciliation Representative III
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support manual disbursements, tax-record creation, and corrections for workplace investing participants and clients. You will maintain daily reconciliation and disbursement controls, research issues, coordinate with business partners, and ensure accurate, timely work within established risk and control standards.
Requirements
- One to three years of experience in a professional, fast-paced corporate environment
- Financial-services experience with retirement-product knowledge preferred
- Knowledge of Omnipay, XTRAC, Disc Recon, Word, Excel, and Outlook
- Time management
- Analysis
- Problem-solving
- Written communication
- Verbal communication
Responsibilities
- Maintain controls for manual disbursements, tax records, check production, reversals, and reconciliation
- Execute and research activities affecting clients and customers
- Resolve issues within defined timeframes and guidelines
- Communicate with internal and external business partners
- Support team leads and senior associates
- Manage multiple priorities to meet tight deadlines
Benefits
- Fully paid parental leave
- On-site health and wellness centers