Retirement and Operations Specialist

Job Description

Job Description

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve.

Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:

• Competitive pay based on the position, qualifications, relevant experience, and skillset

• Paid Time Off

• Up to 14 paid holidays annually

• Comprehensive Medical, Dental, and Vision Insurance

• Employer Funded Health Savings Account

• Paid Parental Leave

• 401(k) with matching contributions

• Wellness Program to reduce health insurance premiums

• Free or discounted banking services

• Basic Life Insurance and AD&D

• Tuition Reimbursement Plan

• Associate Referral Program

• Associate Volunteer Program

• Employee Assistance Fund (subject to IRS guidelines)

• Employee Assistance Program

• Opportunities for training and career development

• Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts

• Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary:

The Retirement and Operations Specialist is responsible for handling, monitoring, and researching deposit and retirement related activities. Handles calls related to deposit and retirement inquiries, maintenance, account reviews, tax inquiries and reporting and quality control.

This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.

This position can be located in Metairie or Mandeville.

Required Qualifications, Competencies, and Skills:

• GED or High school diploma

• 5 years of direct experience with a focus on Retirement, Health Saving Accounts and Deposit Operations

• Knowledge of retirement product services

• Developed cognitive skills to include Problem Solving, Judgement, and Decision Making

• Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Resourcefulness, and Development

• Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Collaboration, and Client Focus

• Previous banking or financial industry experience

  Preferred Qualifications, Competencies, and Skills:

• Bachelor’s degree in business, finance, or related field

• Knowledge/Experience with: Horizon System

  Essential Duties and Responsibilities:

• Provides customer assistance with retirement questions

• Responsible for maintaining the retirement account documentation for all types of retirement customers

• Assist with yearend reporting of all retirement plans including tax forms, year-end statements, Keogh tax forms, and distribution letters

• Review of new accounts and exceptions list

• Review maintenance processed by branch staff

• Review daily retirement transactions processed at all branches

• Assist branch personnel on any retirement transaction

• Assist fielding calls on branch policies and procedure

• Provide backup support for the daily operations and processing of wire transfer functions, including assisting with wire requests, processing, verification, research, and other related operational duties as needed.

• Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability

• Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability

• Perform other duties and/or special projects as appointed by management

• Physical Requirements: primarily sitting with some standing, walking, lifting and bending

  Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.

  If you require an accommodation to submit your application for an open position, please send an email request to View email address on ziprecruiter.com or call View phone number on ziprecruiter.com. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

  For assistance or questions regarding the recruitment process, please email View email address on ziprecruiter.com.

  This position is located in Metairie, LA, 70002.