Operations Associate II, Distributions

🕒 il y a 2 jours

🐊 Florida, Minnesota, +2 états de plus – Distant

🐊 Florida – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🧀 Wisconsin – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

⚙️ Opérations

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Ascensus

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 2000

💼 Conseil

🛡️ Assurance

💸 Finance

💰 Secondary Market en 2019-02

Consulting • Insurance • Finance

Ascensus est une entreprise qui valorise ses collaborateurs et met l'accent sur une culture guidée par des principes tels que l'intégrité, la qualité et un engagement envers des normes élevées. Elle fournit des services administratifs et de tenue de dossiers, se concentrant sur l'aide aux individus pour atteindre une retraite financièrement sûre et pour garantir une éducation de qualité aux enfants. Ascensus s'engage pour la diversité, l'inclusion et l'égalité des chances, en offrant un environnement de travail gratifiant. L'entreprise propose également un large éventail d'avantages à ses employés, y compris le refinancement des prêts étudiants et des programmes de vie saine.

Description

• Process back-office transactions for savings plans, including investment services, enrollments, and distributions • Ensure timely and accurate investment of contributions and loading of participant census information • Analyze and resolve census irregularities, investment delays, outstanding balances, and client issues • Process and quality-check participant enrollments and distribution transactions, including loans, terminations, and hardships • Reconcile trust accounts, 1099 records, payouts, and distribution discrepancies • Coordinate with service teams, clients, brokers, trustees, partner organizations, trust companies, and internal departments • Ensure timely production and distribution of 1099-Rs, RMDs, and other cyclical distribution events • Reinvest uncashed or voided distribution checks and resolve trust excesses • Provide customer service, respond to correspondence, research requests, and meet partner service-level goals • Participate in audits and cyclical events, document procedures and workflows, and recommend process improvements • Collaborate with teammates, provide mentoring and training as needed, and assist with other tasks and projects • Protect confidential data and adopt emerging technologies, platforms, and evolving practices

🎯 Exigences

• Bachelor’s degree in Business Administration, Management, Finance or equivalent work experience • Familiarity with MS Office applications, including Excel, PowerPoint, Word, and Visio • Familiarity with Access preferred • Basic understanding of assigned operational tasks • Ability to clearly articulate and document actions taken or necessary • Ability to solve defined process problems using resources and procedures • Ability to identify and escalate conflicts • Ability to make participant- or plan-level transaction decisions based on precedent • Ability to manage assigned tasks, follow predefined schedules, and meet task-specific objectives • Ability to communicate effectively with clients and internal/external business units • Ability to protect, secure, and properly handle confidential data • No to minimal ERISA or job-specific technical knowledge required

🏖️ Avantages

• Full-time employment • Equal Opportunity Employer • Reasonable accommodations for qualified individuals with disabilities