Description

Job Description:

NQ TRANSACTION PROCESSING REPRESENTATIVE III

As a NQ Transaction Processing Representative, you have a quest to understand why and how regulatory requirements, plan rules and system configurations come together to execute our customer requests. Your ability to complete a variety of assigned tasks both timely and accurately makes you a huge asset to your team!

The Team

The team provides transaction processing through Fidelity's distribution channels. We support Fidelity's growth with high quality, effective risk mitigation and innovative services through talented associates and processing expertise.

The NQ Transaction Processing Organization within Workplace Investment is responsible for all Nonqualified Deferred Compensation (DC) monetary distribution transactions and distribution election setup/changes across multiple NQ plan designs and segments. We not only work closely with CSA, CSM, FINOPs, MD and NQ SDM, but spend approximately 20% of our time communicating directly with our clients through a multitude of channels.

The Expertise You Have Bachelor's degree or equivalent work experience Two to five years of transaction processing experience within a professional, dynamic, corporate environment, preferably within Fidelity Investments DC Recordkeeping experience Experience working with Microsoft including Excel, Outlook, and Access database software Working knowledge of Fidelity systems (FPRS, FocusPoint, Plan Sponsor Webstation and Xtrac)

The Skills You Bring Ability to work in a team environment / Team player Excellent verbal, written communication skills, along with strong attention to detail with ability to self-manage workload Issue resolution and problem-solving capabilities (ownership and advocacy) Analytical and possess the ability to propose solutions/follow through Ability to manage multiple priorities, set priorities, meets goals and deadlines Risk-mitigation skills - client, plan and participant level Have an interest in learning about Fidelity's back office operations and plan configurations Understand the importance of working with our Fidelity business partners and clients

The Value You Deliver Dedicated and can contribute through creative, flexible work solutions (i.e., independence of thought) while exercising sound and professional discernment Communicating with internal business partners (Client Services, WPS, and Compliance) and our Clients to provide world class service. Identifying and assisting with workflow enhancements, offering improvement recommendations/ideas, and supporting change in order drive process efficiencies Ensuring the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues in addition to tracking and entering time and volume-related data to evidence processing compliance and reporting accuracy Work independently to determine if participant or plan sponsor requests are IGO or NIGO based on pre-defined business and plan rules and contact clients and/or business partners to resolve NIGO's.

Certifications:

Category:

Transaction Processing
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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