Agility Associate - Testing and Reporting Services (TRS), Texas

Agility Associate - Testing and Reporting Services (TRS)

Posted Sep 19

Texas

Description

Agility Associate

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Agility Associate to work in Westlake, TX.

*** This is a true 3 month contract that starts November ***

*** This role also opens the door to exciting opportunities for extensions, longer-term contracts, or even a path to full-time employment.***

Fidelity’s Testing and Reporting Services (TRS) provides comprehensive year-end support for retirement plans, including:

Plan Year-End Summary Reporting
Annual Nondiscrimination Compliance Testing
Form 5500 Preparation
Audit Support for Year-End Plan Audits

The TRS team is currently seeking an Agility Associate with experience in defined contribution plans. This role plays a key part in guiding Plan Sponsors through the Nondiscrimination Testing (NDT) process, which includes completing the NDT questionnaire, uploading required data, and resolving data validation issues.
Schedule

Monday–Friday, 8:00 AM – 8:00 PM (flexible 8 hour shifts available)
Limited overtime required during peak season

Ideal Candidate Profile

5+ years of experience in Nondiscrimination Testing, including complex plan scenarios
Highly adaptable and willing to take on additional responsibilities as needed
Advanced proficiency in Microsoft Excel
Strong multitasking and organizational skills
Ability to manage interruptions and maintain focus
Exceptional attention to detail
Quick learner with the ability to navigate multiple systems and applications
Excellent written and verbal communication skills
Confident and articulate communicator with a professional presence

Day-to-Day Responsibilities

0–5% Inbound calls
0–5% Outbound calls
90% Processing tasks and email correspondence

Training

3-4 weeks of structured onsite training & guided processing walkthrough

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Fidelity TalentSource

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor centre locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource is an equal opportunity employer. Fidelity TalentSource will reasonable accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.