Operations Specialist-Retirement

Join A Company With A Strong Purpose And Winning Culture

We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Profile Description

This position has been designated as a hybrid-office / home role. You must report to office 5 days / week for 6 months. Details of your in-office schedule will be finalized with your manager. The office is located at 22 Cortlandt Street, New York, NY.

• Reviews and processes form related requests from Plan participants. Distributions day to day processing to include :
• Full and partial withdrawals
• Installment payments
• Hardship withdrawals
• QDRO / CEDO withdrawals
• Issuing 1099Rs
• Processes transactions related to operations' functions
• Reconciles and verifies accuracy of information
• Refers incoming information to other staff members as appropriate
• Provides customer service to clients
• Answers and resolves customer complaints and questions in an efficient and friendly manner
• Communicates problems to associates in other areas. Follows up to ensure issues are resolved and communicated to customers in a timely manner.
• Monitors accounts and reports for accuracy.
• Communicates status of transactions to clients.
• Other duties as assigned.

Knowledge & Experience

Preferred Knowledge & Experience

$51,220 - $64,030 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind : To help you and your family be well and stay well.

What We Offer :

Critical Skills :

Equal Employment Opportunity :

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.