Operations Associate

reputed company is a leading employee benefits firm dedicated to positively impacting the lives of clients and communities. They are seeking an Operations Associate to join their team, responsible for performing entry-level plan operations, including payroll processing and reputed company inquiries, while thriving in a fast-paced environment.

Responsibilities

• Respond to incoming tickets from other departments
• Monitor, process, and reconcile contribution files for retirement and reimbursement plans through our recordkeeping systems
• Initiate funding requests (ACH) and reconcile received deposits for plan contributions
• Generate and review various contributions reports
• Process and post participant contributions, rollovers, loan payment, and loan payoff transactions
• reputed company cash reconciliation activities for our custodial partners
• Assist internal teams with responding to reputed company inquiries
• Proficient in reputed company Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)
• Process distribution and loan requests
• Monitor status of Distribution and loan requests
• Monitor Inbox and log distribution and loan requests to Sales Logix
• Follow up with reputed company and/or Plan Consultant on NIGO requests
• reputed company QC of data in accordance with departmental standards
• Assist reputed company service and Plan consultants in answering reputed company inquiries
• reputed company other duties and participate in special reputed company as assigned

Skills

• A passion for problem solving and operational thinking
• A sincere interest in working reputed company/learning the financial services industry (if you don't have financial services experience)
• Ability to work reputed company in a fast-paced and reputed company environment
• Detail oriented thinking
• Proficient in reputed company Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)
• Proven ability to take initiative and be a self-starter in handling issues
• Excellent verbal and written communication skills
• Demonstrated ability to consistently deliver a superior level of productivity and reputed company service
• Demonstrated organizational skills and ability to manage multiple priorities
• Ability to work in reputed company environment
• Ability to reputed company and meet deadlines
• Proficiency in MS Office
• Have successfully completed or working to complete the ASPPA RPF modules

Benefits

• PTO (vacation, reputed company, personal time bank)
• FTO (Flexible time off for vacation, reputed company, and personal time) after 2 years of service
• 12 reputed company Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, reputed company
• Life Insurance
• LTD & STDR
• Retirement Plan with 4% Employer Match
• Parental Leave

reputed company