EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
A Contribution Specialist is responsible for reviewing, interpreting and processing requests for clients, including requests concerning numerous types of contributions. The selected candidate would be responsible for managing timing expectations for all transactions as well as managing proper communication and follow-up procedures with internal clients.
Relying on operational data processing to meet daily goals and objectives.
Analyzing data and/or files along with 401(k) plan parameters to ensure proper processing of client and participant data.
Maintaining attention to detail, given the potential for financial impact.
Handling standard or routine tasks requiring judgement and discretion.
Managing proper timing of processing tasks while also adhering to follow-up procedures with internal clients.
Being responsive to internal service and research requests.
Assisting other team members on request.