Jobs
>
Lake Mary

    Processing Specialist - Lake Mary, United States - Ascensus

    Ascensus
    Ascensus Lake Mary, United States

    4 weeks ago

    Default job background
    Full time
    Description

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.


    JOB SUMMARY: The Processing Specialist formats and loads payroll and withholding information to post into participant accounts utilizing the pricing services to collect prices, dividends and other corporate actions. The Processing Specialist works closely with other departments to help cross check participants' accounts for accuracy and timely reporting.

    ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.


    • Confirms participant vesting and vested account balances


    • Verifies documentation and information for all distributions and posts distributions into system; updates participant personal and election data as needed


    • Manages plan features and database rules to ensure 409a compliance


    • Communicates with the internal client service team or relationship contacts to identify and prioritize issues that need immediate attention


    • Adjusts file layouts to the correct format for processing; manages and processes scheduled withdrawal requests.


    • Provides assistance to management and departmental teams for all projects as needed


    • Coordinates details, creates records, and follows up on replies relating to special projects as directed


    • Assists in streamlining processes.


    • Regular, reliable and punctual attendance

    MANAGMENT RESPONSIBILITIES (NONE)

    REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS


    • High school education

    Must be able to work a 7am - 4pm shift at least one day of the week.

    PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE


    • Bachelor's degree (B. A.) in economics, accounting or finance from a four-year

    College or university, or related work experience


    • Intermediate Excel, Word, and Access skills

    COMPETENCIES


    • Analytical


    • Problem Solver


    • Project Management


    • Research Skills


    • Leadership


    • Planning and Organization Skills


    • Written and Verbal Communication skills


    • Judgment


    • Critical Thinking


    • Independent


    • Team Player


    • Detail Oriented


    • Proactive


    • Motivated

    TRAVEL: Up to 5 %.

    OTHER DUTIES

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

  • Ascensus

    Processing Specialist

    1 week ago

    Ascensus Lake Mary, United States

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...

  • Dexian - DISYS

    Business Process Specialist

    4 weeks ago

    Dexian - DISYS Oviedo, FL, United States

    Job Title: Business System Analyst · Location: Remote · Duration: 6 Month Contract · working with other business analysts and product managers documenting functional requirements, building process flows on a weekly basis (may need to present in front of developers and subject ...

  • ASSA ABLOY

    Order Processing Specialist

    4 days ago

    ASSA ABLOY Orlando, United States Paid Work

    Career Opportunities: Order Processing Specialist · Requisition ID Posted - AADG, Inc - ASSA ABLOY Door Group - Orlando (2675 Directors Row) - Customer Service & Contact Center Operations - Posting Country (1) - Yes - Associate - Travel Required: 0%-10% ·  Job Description Prin ...

  • 4 Corner Resources

    Accounting Specialist

    2 weeks ago

    4 Corner Resources Lake Mary, United States

    4 Corner Resources is currently seeking an Accounting Specialist for one of our clients in the Lake Mary, FL area. This position is a contract with intent to hire role and fully on-site. The Accounting Specialist will oversee inputting accounts receivable, accounts payable, data ...

  • 4 Corner Resources

    Accounting Specialist

    1 week ago

    4 Corner Resources Lake Mary, United States

    4 Corner Resources is currently seeking an Accounting Specialist for one of our clients in the Jacksonville, FL area. This position is a contract with intent to hire role and fully remote but will require hybrid once office is built. The Accounting Specialist will oversee inputti ...

  • 4 Corner Resources

    Senior Accountant

    2 weeks ago

    4 Corner Resources Lake Mary, United States

    4 Corner Resources is currently seeking a Senior Accounting Specialist for one of our clients in the Lake Mary, FL area. This position is a contract with intent to hire role. The senior accounting specialist will be responsible for managing deposits, handling accounts payable and ...

  • Moore Medical Group

    Medical Coder

    2 days ago

    Moore Medical Group Lake Mary, United States

    Objective: Review coding, scrub claims to optimize reimbursement and ensure coding compliance before submitting to payors. · Skills needed include: · 1. Nextgen preferred (or similar E.H.R) · 2. Excel – pivot tables, analysis · 3. Power BI proficiency is a plus but not required · ...

  • Mastech Digital

    Service Desk Analyst

    1 week ago

    Mastech Digital Lake Mary, United States

    We are seeking a dedicated and skilled Service Desk Analyst II (SD II) Specialist to join our client's IT team. The ideal candidate will provide comprehensive IT support, including troubleshooting, onboarding, and imaging services. Additionally, this role will offer specialized s ...

  • Hylant

    Client Service Specialist

    2 weeks ago

    Hylant Lake Mary, United States

    Description · The Opportunity: The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. Provide a high level of support to fellow t ...

  • BNY Mellon

    Senior Associate, Fund/Client Accounting

    6 hours ago

    BNY Mellon Lake Mary, United States Full time

    Overview · Senior Associate, Fund/Client Accounting · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms tha ...

  • Strata Group

    Real Estate Inside Sales Specialist

    1 day ago

    Strata Group Lake Mary, United States

    We are in need of a real estate inside sales specialist to join our growing team. You'll be responsible for prospecting new leads, making cold calls, building relationships with potential clients, and improving our lead conversion rate. If you're driven to achieve, love developin ...

  • THE BANK OF NEW YORK MELLON CORPORATION

    Vice President, Middle Office Manager II

    1 week ago

    THE BANK OF NEW YORK MELLON CORPORATION Lake Mary, United States

    ~Vice President, Middle Office II~ (Hybrid) · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages ...

  • THE BANK OF NEW YORK MELLON CORPORATION

    Vice President, Full-Stack Engineer II

    3 weeks ago

    THE BANK OF NEW YORK MELLON CORPORATION Lake Mary, United States

    We're seeking a future team member in the role of Vice President, Full Stack Engineer to join our Growth Ventures FinTech team. · This role is located in Lake Mary, Florida · This will be a hybrid position, three days per week in the office. · Who we are: · BNY Mellon has ...

  • Gerdau

    sales process integration specialist

    2 weeks ago

    Gerdau Orlando, United States

    Select how often (in days) to receive an alert: · The incumbent will be responsible for coordination of orders and order entry, implementing and tracking changes responding to, calling, and visiting customers; preparation of shipping releases; and production scheduling related to ...

  • CiNQ Group

    Specialty Pharmacy Contract Specialist

    6 hours ago

    CiNQ Group Lake Mary, United States

    We are seeking an RFP & Contract Specialist with Specialty Pharmacy experience in Lake Mary · MUST HAVE EXPERIENCE:Contract Specialist needs to have technical writing experience with SOPs, RFPs, and coordinating RFPs. · Contract Management Technical Writer experience highly desir ...

  • 4 Corner Resources

    Senior Accountant

    1 week ago

    4 Corner Resources Lake Mary, United States

    4 Corner Resources is currently seeking a Senior Accounting Specialist for one of our clients in the Lake Mary, FL area. This position is a contract with intent to hire role. The senior accounting specialist will be responsible for managing deposits, handling accounts payable and ...

  • The Judge Group

    Admin Support Clerk

    5 days ago

    The Judge Group Lake Mary, United States

    TARGETED YEARS OF EXPERIENCE: 5-7 years · RESPONSIBILITIES: · Ensure accurate and timely submissions of all State and · Local Tax registrations for our regulated and non-regulated · companies. · Work with our 3rd party provider on changes to our · account setups as they ari ...

  • Massey Services

    Office Manager

    4 days ago

    Massey Services Lake Mary, United States

    Based in Orlando, Florida, Massey Services is one of the nation's largest and most respected service companies, with a history of providing quality service for more than three decades. Celebrating 38 consecutive years of profitable growth, Massey Services and its subsidiary organ ...

  • BlueSprig

    Recruiter and Sourcing Specialist

    3 days ago

    BlueSprig Lake Mary, United States

    : · Recruiter and Sourcing Specialist · The Recruiter / Sourcing Specialist is a full-time hourly role and is part of our Talent Acquisition team. This position provides the highest level of customer service in the following areas: recruitment and sourcing, resume review, phone ...

  • Hylant

    Client Service Specialist

    3 weeks ago

    Hylant Lake Mary, United States

    · The Opportunity: · The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. Provide a high level of support to fellow team membe ...