Posted 12 days ago
No clicks
**NQ Transaction Processing Representative III** Support Fidelity's growth with high-quality, risk-mitigated services as our NQ Transaction Processing Representative. Key responsibilities include understanding and executing transactions for non-qualified plans, leveraging Fidelity systems like FPRS and FocusPoint. Bring 1+ year of retirement plan experience, Microsoft Office proficiency, strong communication skills, and a curiosity to learn Fidelity's back-office operations. Collaborate with internal partners and clients to drive process efficiencies. This is a full-time, onsite role with a blended working model.
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: Not specified
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a NQ Transaction Processing Representative, you have a quest to understand why and how regulatory requirements, plan rules and system configurations come together to complete our customer requests for Non-Qualified Plans. Your ability to complete a variety of assigned tasks both timely and accurately makes you a huge asset to the team.
The Expertise and Skills You Bring
- Bachelors degree or equivalent work experience
- 1 plus years related experience working with retirement plans
- Experience working with Microsoft including Excel, Outlook, and Access database software
- Solid understanding of Fidelity systems (FPRS, FocusPoint, Plan Sponsor Webstation, XTRAC)
- Transaction Processing and/or experience with Non-Qualified plans preferred
- Ability to work in a team environment / Great teammate
- Excellent verbal, written communication skills, along with strong attention to detail with ability to self-manage workload
- Issue resolution and problem-solving capabilities (ownership and advocacy)
- Analytical and possess the ability to propose solutions/follow through
- Ability to balance multiple priorities, set priorities, meets goals and deadlines
- Risk-mitigation skills - client, plan and participant level
- Have a curiosity about learning about Fidelitys back office operations and plan configurations
- Understand the importance of working with our Fidelity business partners and clients
The Value You Deliver
- Dedicated and can contribute through creative, flexible work solutions (i.e., independence of thought) while exercising sound and professional discernment
- Communicating with internal business partners (Client Services, WPS, and Compliance) and our Clients to provide world class service.
- Identifying and assisting with workflow enhancements, offering improvement recommendations/ideas, and supporting change in order drive process efficiencies
- Ensuring the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues in addition to tracking and entering time and volume-related data to evidence processing compliance and reporting accuracy
- Work independently to determine if participant or plan sponsor requests are IGO or NIGO based on pre-defined business and plan rules and contact clients and/or business partners to resolve NIGOs.
The Team
The team provides transaction processing through Fidelitys distribution channels. We support Fidelitys growth with high quality, effective risk mitigation and innovative services through dedicated associates and processing expertise.
The NQ Transaction Processing Organization within Workplace Investment is responsible for all Non-qualified Deferred Compensation (DC) monetary distribution transactions and distribution election setup/changes across multiple NQ plan designs and segments. We work closely with CSA, CSM, FinOps, MD and NQ SDM.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Transaction ProcessingPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Apply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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 experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. 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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
