Location
Dallas, TX, United States
Posted
July 16, 2026
Job Description
The Retirement Plan Operations Specialist Senior provides day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. Working under limited supervision, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.
**Key Responsibilities and Duties**
+ Facilitates a variety of administrative tasks in support of retirement plan operations.
+ Prepares and reconciles retirement plan accounts and ensures proper documentation.
+ Resolves account related issues and implements process improvements to prevent reoccurring issues.
+ Runs reports and audits for on-site and off-site storage for retirement plan systems.
+ Ensures an adequate supply of forms are ordered and storage space are available for use.
+ Manages records of data storage utilization, back-up and maintenance proc...
**Key Responsibilities and Duties**
+ Facilitates a variety of administrative tasks in support of retirement plan operations.
+ Prepares and reconciles retirement plan accounts and ensures proper documentation.
+ Resolves account related issues and implements process improvements to prevent reoccurring issues.
+ Runs reports and audits for on-site and off-site storage for retirement plan systems.
+ Ensures an adequate supply of forms are ordered and storage space are available for use.
+ Manages records of data storage utilization, back-up and maintenance proc...