• Supports the daily operations of batch/bulk processes in accordance with FSG internal regulations along with SEC and IRS guidelines. • Oversees high-volume retirement plan processing, ensuring accuracy, compliance, and timely completion of daily tasks. • Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings. • Oversee the monthly 1099-R audit process for assigned custodians, ensuring accuracy and timely completion. • Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners. • Review and clear outstanding cash items related to batch processing, ensuring timely and accurate reconciliation. • Identify opportunities to improve batch processes and collaborate with the Process Owner to document requirements and support development initiatives. • Build and customize Salesforce reports and monitor daily dashboards to track project status and operational performance. • Manage and resolve cases in the batch processing queue in alignment with established SLA standards. • Serve as the subject matter expert for all Trade Agent processes, providing guidance and oversight to ensure effective project execution. • Take ownership of project-related issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution. • Communicate promptly with partners via phone or email to ensure timely follow-up and issue resolution. • Apply knowledge of IRS regulations related to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials. • Perform additional duties and support special projects as assigned.