Sr. Retirement Plan Operations Specialist

The Retirement Plan Operations Specialist leads the day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. While leading daily administrative operations, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance. Key Responsibilities and Duties Manages and increases the effectiveness and efficiency of support services for retirement plan operations. Leads the reconciliation of retirement plan accounts and ensures proper documentation. Resolves complex account related issues and implements process changes to prevent reoccurring issues. Communicates storage levels with management for on-site and off-site storage for retirement plan systems. Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits. Coordinates communication between support and business functions. Engages with plan participants and delivers support regarding various issues. Educational Requirements Vocational and/or Technical Education Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Required Skills 3+ years of experience in financial services industry. Experience in Recordkeeping (Preferably Omni Recordkeeping) systems. Preferred Skills 5+ years of experience in financial services industry. Experience with distribution and operations. Related Skills Adaptability Communication Continuous Improvement Mindset Customer Engagement Data Analysis Data‑Based Decision Making Detail‑Oriented Financial Risk Management Relationship Management Technology Systems TIAA Products/Services AcumenTransaction Processing Anticipated Posting End Date: 2026-06-30 Base Pay Range: $18.94/hr - $27.12/hr Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance. Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of its associates. Accordingly, we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in the US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. #J-18808-Ljbffr TIAA