Retirement Plans System Advisor

Description

Provide support to retirement plans benefit administration and compliance functions through use of data analysis and systems knowledge. Serves as liaison between HRIT, business users and vendors. Under minimal supervision.

Essential Functions

• Provides process support, reporting, and analysis, including recommendations for improvement.
• Responsible for the analysis of business and user needs, documentation of requirements, and translation into proper system requirement specifications.
• Researches and analyzes the business implications of application of technology and programming changes to the current and future business environment.
• Monitors, analyzes, and tests updates to systems and data interfaces to ensure data integrity.
• Performs research and resolution of issues that impact plan administration activities.
• Perform other duties as assigned

Additional Duties:

• Day-to-day contact with the custodian, recordkeepers, other external service providers, and the Pension investment team - coordinating operational activities and resolving issues
• Manage and oversee cash activity, benefit payments, fundings, de-fundings, and coordination of cash raises to meet liquidity needs
• Monitor positions, cash, and activity at the custodian; investigate and resolve breaks or discrepancies (ex. Compliance breaks, overdrafts and other)
• Review and validate investment accounting, performance, and reporting deliverables for accuracy, completeness, and timeliness
• Support DC plan operations, including oversight of asset data, cash flows, reconciliations, and reporting delivered by external providers (corporate actions and other)
• Support DC plan operations, including oversight of daily valuation / NAV processes and fund data.
• Support oversight of investment managers from an operational and compliance perspective, including monitoring guideline compliance reporting, data quality, and issue resolution in coordination with internal stakeholders
• Partner with custodians, recordkeepers, investment managers, and internal teams to ensure accurate, timely, and consistent data and reporting
• Support month-end, quarter-end, and year-end close processes related to investment accounting and performance reporting
• Coordinate and support regulatory and plan-related filings, including Form 5500, working with internal partners and external vendors
• Support UBIT tax reporting processes in partnership with external tax providers, including data review, coordination, issue resolution and oversight of State and Federal tax payment processing.
• Liaise with vendors to monitor class actions process and proxy voting process.
• Assist with audits, internal reviews, and fiduciary or governance reporting
• Some administrative support: payment processing, wire tracking etc.
• Contribute to process improvement initiatives, control enhancements, and operational efficiency projects
• Maintain and enhance documentation of processes, controls, and procedures

Minimum Education

Bachelor's Degree/equivalent.

Minimum Experience

Five (5) years’ experience working with human resources management or similar systems.

Knowledge, Skills and Abilities

Advanced knowledge of reporting and analytical tools.

Strong analytical, human relations, and communication skills.

Job Conditions

None

Preferred Qualifications: Exceptional Excel skills (pivot tables etc.), Experience in operations of traditional investment management and alternative investment management, Detailed work on bank wires, Custodial bank portal experience, Research management systems experience. Basic understanding of equities, bonds, hedge funds etc.

Pay Transparency:

Pay:

Additional Details: The desired location for this position would be Memphis, TN. Employees will be required to work at the FedEx location five days a week. This position may be eligible for relocation. Position not eligible for sponsorship.

For details on our comprehensive benefits, click here.

FedEx. Where now meets next.

Our vision is to be the earth’s most engaged advocates of connected commerce where open borders, new markets and fair, sustainable practices are the norm for the billions of personal supply chains being managed every day in our always on, mobile-first world. We stand for ease, access and opportunity. We lead purposeful innovation, champion entrepreneurs, advocate free trade and empower humans and their place in the era of autonomy and AI. We fight for our customers, a more sustainable planet and an ethical playing field.

FedEx inspires its more than 530,000 employees to remain focused on safety, the highest ethical and professional standards and the needs of their customers and communities. FedEx is committed to connecting people and possibilities around the world responsibly and resourcefully, with a goal to achieve carbon-neutral operations by 2040.

FedEx has been recognized on many different lists both for business success and for being a great employer:

• FORTUNE Magazine: No. 18 among “World’s Most Admired Companies” (2023)
• Newsweek Magazine: One of “America’s Most Responsible Companies” (2023)
• Forbes Magazine: One of “Americas Best Large Employers” (2023)
• Newsweek Magazine: One of "America’s Greatest Work Places for Diversity" (2023)
• FORTUNE Magazine: One of the “Blue Ribbon Companies” that appears on 4+ Fortune Annual Award Rankings (2023)
• FreightWaves: #1 Among the “Top 500 For-Hire Carriers” (2023)
• FreightWaves: Freight-Tech 25 Award, honoring innovation and disruption within the freight industry (2023)

FedEx Corporation is an Equal Opportunity Employer including, Vets/Disability.

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FedEx Corporation does not discriminate against qualified individuals with disabilities in regard to job application procedures, hiring, and other terms and conditions of employment. Further, FedEx Corporation is prepared to make reasonable accommodations for the known physical or mental limitations of an otherwise qualified applicant or employee to enable the applicant or employee to be considered for the desired position, to perform the essential functions of the position in question, or to enjoy equal benefits and privileges of employment as are enjoyed by other similarly situated employees without disabilities, unless the accommodation will impose an undue hardship. If a reasonable accommodation is needed, please contact recruitmentsupport@fedex.com.