Operations Specialist

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🗽 New York – Remote

🗽 New York – Remote

💵 $21 - $29 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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EPIC Retirement Plan Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

EPIC Retirement Plan Services is a U. S. -based retirement plan recordkeeper and administrator that provides comprehensive retirement solutions and related services to plan sponsors, financial advisors, banks & trust companies, and third-party administrators. EPIC offers plan design and administration, defined benefit and actuarial consulting, recordkeeping for DC plans, multiple employer plans (MEPs/PEPs), HSAs (MyHSA), and a proprietary participant technology platform (GoRetire) including mobile apps and white-label/branded solutions. The firm emphasizes compliance support, payroll integrations, participant education, and partner-focused service, and reports serving roughly 9,500 plans, $37 billion in assets, and 400,000 participants with a team of more than 300 retirement professionals.

📋 Description

• Manage and process system-related daily tasks with minimal oversight, following documented procedures and policies within service standards for volume and quality • Perform daily production tasks as part of an operational team • Produce daily evidence and documentation of completed work • Check evidence and documentation prepared by junior team members • Communicate production issues, pending items, and stale items to the Manager/Team Lead, resolve issues independently when appropriate, and report back • Lead regularly scheduled team tasks and coordinate team members to complete required work and documentation • Mentor junior team members • Anticipate and prioritize changing work demands with the team • Identify processing issues and opportunities for control improvements • Collaborate with managers and peers to improve processes • Perform other duties as assigned

🎯 Requirements

• Associate's degree and three (3) years' related experience, or equivalent combination of education and experience • Basic understanding of accounting transactions and problem resolution • Ability to lead and mentor junior team members • Demonstrated attention to detail • Ability to read and interpret procedure manuals and technical procedures • Ability to write routine reports and correspondence • Ability to speak effectively with internal and external contacts • Ability to apply fractions, percentages, ratios, and proportions to practical situations • Ability to solve practical problems involving limited standardization • Ability to interpret written, oral, diagram, or schedule-based instructions • Knowledge of Microsoft Office applications • Ability to develop advanced Schwab Retirement Technologies software skills through internal training within a reasonable time • Ability to communicate effectively with internal and/or external customers • Must be authorized to work for any employer in the United States • Employment visa sponsorship is unavailable

🏖️ Benefits

• Generous paid time off: at least 22 days annually for full-time employees • Six weeks of paid parental leave at 100% of salary • Medical coverage with employer HSA contributions for eligible high-deductible health plan participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care expenses • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Financial and banking services benefits and financial planning assistance • Paid sick and safe leave for part-time employees • Wellness initiatives • Flexible work arrangements • Career development programs and tools • Performance-based incentives • Bonuses