Under general supervision, the PEA (Plan Expense Account) Payment Coordinator is responsible for timely and accurate processing of payments; has a clear understanding of requirements and system functionality for all Retirement Services lines of business that we support. The ideal candidate will be able to work well in a fast-paced team setting and can manage multiple priorities and meet all deadlines.
50% - Responsible for coordinating the processing and reconciliation of complex transactions relative to third party payments, income and expenses and other payment related items associated with Great-West, FASCore and various Institutional Partners.
30% - Perform various tasks surrounding payment processing; responding promptly and accurately to internal requests received via e-mail, phone or Great-West tracking system; prepare both routine and non-routine written summaries that clearly articulate the issue, research completed and the final resolution.
10% - Reviews, maintains and manages time sensitive service request queue ensuring that work assigned is processed timely and accurately and within time standards; all follow up conducted within agreed upon timeframes; all documentation is included in the service request and meets all audit and quality control requirements.
10% - May participate in special projects; act as back up for other PEA Payment Coordinators; assist with training of new hires as needed; other duties as assigned
Graduation is a must
Able to manage multiple tasks simultaneously
Problem solver and independent thinker
Must be extremely organized and have a sense of urgency
One or more years of related experience preferred
Communication and customer service skills EASY, CIRRUS and SAP experience
Knowledge and experience with Word and Excel
Working Conditions/Physical Requirements:
Normal Office Working Conditions
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties, and skills.
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