Integritymarketing
Operations Specialist
Norfolk, NE
Sponsorship not specifiedDetected 25 days ago
ResearchLeadershipCommunicationOrganizational SkillsMicrosoft Office
About the role
- 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.
Responsibilities
- Maintain accurate records of plan transactions, payroll schedules, bank accounts, and participant data. This includes reconciling contributions, distributions, cash and holdings.
- Communicate effectively, primarily with other internal stakeholders, and collaborate with others to ensure the needs of our clients and their employees are satisfied.
- Perform quality control reviews and assist with research and resolution of issues with contributions, distributions, loans, and other transactions
- Provide support with maintaining up-to-date documentation of systems and procedures
- We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.
- Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.
Requirements
- Experience with Microsoft Office Suite.
- Ability to work effectively within a team and independently in a fast-paced environment.
- At Integrity, you can start a new career path at company you'll love, and we'll love you back.
Skills
- Primary Skills & Requirements:
- Strong attention to details and organizational skills
Compensation
- Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Benefits
- About Retirement Plan Consultants
- Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008.
- We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.
- We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful.
- Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance.
- to help people protect their life, health and wealth so they can prepare for the good days ahead.
- Process various retirement transactions accurately, such as contributions, distributions, loans and transfers, while meeting the demands of daily deadlines.
- Identify and propose process improvements to enhance the efficiency, accuracy, and compliance of retirement plan administration
Company info
- Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.
- We are looking for individuals who fit our workplace culture and take pride in having a "service personality" with expert knowledge.
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This listing is sourced directly from Integritymarketing's careers page and normalized into a canonical job model.