As an Operations Specialist, you play a crucial role in ensuring the smooth functioning and compliance of retirement plans. Responsibilities encompass the processing of various retirement transactions, such as contributions, distributions, loans and transfers, an understanding of plan eligibility and vesting, and reconciliation of accounts across our platforms. This is a fast-paced position that requires a high level of accuracy and attention to detail, effective communication skills, and is highly dependent on daily processing deadlines. While limited external client interaction is involved, your contributions are essential to ensuring we meet the needs of both our employers and their employees and maintaining the company's reputation for excellence in retirement plan administration.
Primary Responsibilities:
Primary Skills & Requirements:
Operations Specialist • Norfolk, NE, US
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