Analytics and Processing Specialist

About Company:

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. 

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description:

Reporting to the Billing Group Team Lead, the Analytics and Processing Specialist is responsible for analyzing, reviewing, and processing transactions related to investment accounts, client billing and advisor compensation related issues. Working with the custodians as required to assist client service or other Retirement Planners of America (RPOA) staff, as well as other operational activities as deemed appropriate. Must have investment and/or banking account knowledge.

Job Responsibilities:

• Transaction Processing related to:
  1. Custodian client fee billing
  2. Advisor compensation transactions
  3. Operational aspects of investment account processing 
  4. Trade processing to correct errors and corrections
  5. Fee processing for closing accounts
  6. Administrative maintenance on accounts related to advisor compensation
  7. Other operational processes and activities as deemed appropriate
• Collaboration with Client Services and Retirement Planners to ensure that they are supported by the Operations Team in a manner that will result in exemplary client care.
• Review and analysis of all existing operational processes and recommendations for efficiency and improved client care, as needed.
• Able to work in a collaborative environment, to identify and address opportunities for improvement with current processes and the operational implementation of new initiatives. 
• Actively participate in various projects, providing both an operational and control perspective.

Job Qualifications:

Education:

• Bachelor's degree preferred, or comparable work experience.

Experience & Skills:

• 3 - 5 years of industry experience, with at least 2 years of operational support in investments and/or banking
• Experience with Salesforce (FSC) preferred
• Experience with Pershing/BNY Mellon Investments a plus
• Understanding of client account administration
• Strong verbal and written communication skills
• Strong problem-solving skills 
• Detailed oriented and highly motivated to succeed
• Proficiency in MS Office applications with advanced knowledge of Excel required
• Applicants must be authorized to work in the United States without sponsorship