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Fidelity TalentSource: Transaction Processing Specialist

Fidelity TalentSource

This is a Full-time position in Westlake, TX posted July 1, 2021.

Fidelity TalentSource is seeking a Transaction Processing Specialist at Fidelity Investments.Position DescriptionThe Fidelity Workplace Investing Group is made up of associates who help clients coordinate their Defined Benefit Plans.

The Mid Market Pension Administration group provides customized Defined Benefit administrative solutions for each of our clients, while handing all of the day to day responsibilities of the plan.

The Transaction Processing Specialist will work closely with other specialists, analysts, and client managers to provide Plan services for our clients.Primary ResponsibilitiesProcess transactions including address changes, EFT changes, and withholding updates for RetireesBalancing payments for new RetireesReview paperwork for new Retirees to resolve if it is In Good Order or Not In Good Order (IGO/NIGO)Ensure all items are processed and/or resolved in a timely manner by handling assigned and personal XTRAC queuesProvide support for special projects such as de-riskingSupport business by ensuring positive audit resultsFollow all operational procedures, client policies, and Federal/State/Local regulationsAdvance issues to the Analyst and/or Manager which may be of risk or concernWork well with the internal and external clients to streamline processing and ease plan administration for our clientsRecommend continuous improvement ideas to increase efficiency and/or reduce riskTrain back up associatesEducation and ExperienceBachelor’s Degree or equivalent qualification preferredExperience in financial services or high-volume transaction processing experience preferredSkills and KnowledgeAdapts to a constantly evolving environment with an attention to detailExcellent oral and written communications skillsFamiliarity with Microsoft Office programs including Excel, Access, PowerPoint and Word.

Knowledge of basic Excel formulas is helpfulCritical thinking and problem solving skillsEffective organization skillsAttentive to details with proven mathematical and analytical skillsCompany OverviewFidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry.

We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations.

If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource.

For information about working at Fidelity TalentSource, visit FTSJobs.Com.We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.Com .Information about Fidelity InvestmentsAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit FidelityCareers.Com.Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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