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Client & Product Support II : Trus Team, Retirement Services

Client & Product Support II : Trus Team, Retirement Services

Automatic Data ProcessingSalem, OR, US
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ADP Trust Client & Product Support Analyst

This is a hybrid role with three days in the office required , and two days of remote.

ADP is hiring a Trust Client & Product Support Analyst. We strive for every interaction to be driven by our CORE values : Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.

Responsibilities :

This role is for a Trust Client & Product Support Analyst for ADP Retirement Trust Services (ADPRTS). Team members in this role are responsible for onboarding plans onto the Trust company. Onboarding consists of document reviews and ensuring all plans are screened through the AML Program under ADPRTS. This role partners with the ADP Retirement Sales organization and the Implementation team to ensure all client information is accurately provided and approved in our AML program prior to receiving plan assets at ADP. The team works closely with the ADP Global Money Movement & Compliance team (GMMC) on the overall screening of our clients under the AML program. In addition, the team provides ongoing support during plan audits and implementation as needed.

Team members also partner with other areas of our operational ADP Retirement Services organization to ensure that all processes under ADP Retirement Trust Services are performed as expected. These duties include reviewing; plan terminations and transfers, internal plan-to-plan transfers, aged checks, and overseeing that cash and share reconciliation SLAs are met.

Skills required :

  • 5+ years of Retirement Services Experience (preference for Trust Administration)
  • Prior experience in regulatory audits preferred
  • Document Compliance Experience
  • Strong organization on documentation experience
  • Ability to coordinate multiple teams and entities through resolution
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Client Support • Salem, OR, US

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