Non-Qualified Transaction Processing Representative III

Note: Fidelity will not provide immigration sponsorship for this position.

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 complete our customer requests for Non-Qualified Plans. Your ability to complete a variety of assigned tasks both timely and accurately makes you a huge asset to the team. The Expertise and Skills You Bring   Bachelor’s degree or equivalent work experience  1 plus years related experience working with retirement plans  Experience working with Microsoft including Excel, Outlook, and Access database software  Solid understanding of Fidelity systems (FPRS, FocusPoint, Plan Sponsor Webstation, XTRAC)  Transaction Processing and/or experience with Non-Qualified plans preferred  Ability to work in a team environment / Great teammate  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 balance multiple priorities, set priorities, meets goals and deadlines  Risk-mitigation skills - client, plan and participant level  Have a curiosity about 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.

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 dedicated associates and processing expertise.  The NQ Transaction Processing Organization within Workplace Investment is responsible for all Non-qualified Deferred Compensation (DC) monetary distribution transactions and distribution election setup/changes across multiple NQ plan designs and segments. We work closely with CSA, CSM, FinOps, MD and NQ SDM. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Category: Transaction Processing 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.