Operations Consultant - Plan Documents (Hybrid - Madison, WI) presso Trustage

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

This role is responsible for operational processes related to retirement plan documents.  This includes supporting plan restatement, plan amendments, resolutions, loans, SPDs & SMMs , consultation on plan design, oversight and guidance to ensure plan document and recordkeeping setup are aligned.  

Additional support of regulatory implementation, notices and disclosures, and other related plan document work.  Role is also responsible for collaboration with other business areas in execution of these duties.  

Knowledge of retirement plan document IRS, ERISA, and DOL rules and regulations related to 401(k), 401(a), 403(b), and 457(b) preferred.

Familiarity with Relius Document system preferred.

Job Responsibilities:

• Provide technical expertise on Customer Operations functional projects, specifically process and system design and enhancements; may serve as a project lead on small to medium sized initiatives

• Provide functional expertise for delivery and analysis of Customer Operations metrics and reporting

• Determine process improvements and perform process flow design analysis as directed; recommend and assist in the implementation of process enhancements

• Support change management efforts; serve as an information lead regarding process or system design changes

• Provide operations support to the Customer Operations organization including:

  • Assist in leading system accessibility and security audits

  • Provide functional support to facilitate the internal audit review process

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor’s degree in Business or other related field or equivalent work experience

• 4-6 years operations experience in the financial services and/or insurance industry, preferably in a call center environment

• 2-4 years demonstrated project management experience

• Proven teamwork and collaboration with diverse groups

• Proven ability to multitask and manage multiple, complex priorities

• Ability to communicate at all levels with clarity and precision, both written and verbal

• Ability to understand and ethically navigate the organizational dynamics and company culture

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.