Associate Operations Specialist - Boca Raton, United States - Mutual of America

Description

Mutual of America Financial Group

Job Title:
Associate Operations Specialist (Remittance Processing)

Location:
Boca Raton, FL (Hybrid)

Who We Are:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility.

Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support.

We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.


Role Summary:

This team of experienced and well-trained individuals will support the remittance/payment log for Client Relationship Managers (CRMs) and all plan sponsor clients.

The department will address and handle outstanding remittances and terminations, reconciling the log for all clients by directly contacting the clients (as needed), as well as provide timely responses to Deposit Administration to ensure timely processing.

This team will also provide payroll remittance support as an extension of the Payroll Integration team and CRMs, with the ability to resolve data validation, payroll remittance and work order needs.

Responsibilities:
Priority to certain billing cases and 38-day casesResearching the issue(s) that are preventing the application of funds and documenting the workProvide internal support to CRMs and supporting clients, including contacting clients to resolve remittance, payment, loan, data validation, work order and payroll issuesProcessing limited transactions to allow for the application of fundsWorking with the Deposit Administration and other departments to expedite application of fundsWork with Deposit Administration on research, refund, return items, and forfeiture casesWork with Loan Administration to reconcile loan remittance issuesWork with the Payroll Integration team to resolve error issuesWork closely as the liaison between our plan sponsor clients, CRMs, and Deposit Administration and Loan teamsWork with clients and CRMs to process work orders and identify/resolve errors in Data Validation WebMaintaining associated Salesforce records (workflow/case updates)

Required Qualifications:

Bachelor's DegreeExcellent presentation, written and verbal communication skillsEntry level experience with verifying transactions and or payment administrationStrong organization skillsExperience with Microsoft Office applications, specifically familiarity with ExcelAbility to spot discrepancies and provide attention to detailCommunication skills and comfortability speaking with payroll managers and human resource directorsAbility to handle pressure, prioritize, and multitask during a business dayAbility to work flexible hours between 8:00 AM - 6:00 PMValid driver's licenseThis position is designated as essential to the operation of the Client Support department.

Accordingly, as part of our regular duties, employees in this position must be available at all times, at the discretion of management to perform their job functions, including, but not limited to the event of a potential storm or other emergency situationPreferred Qualifications:
Prior work experience in group retirement plan industryBasic knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design and understanding of retirement plan rules & regulationsExperience using FIS DC Omni platform and Data Validation WebWhat we offer you: Competitive base salaryAnnual BonusComprehensive Benefits Package (medical, dental, and vision) that starts day one of employment401(k)

Match:

You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions.

A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.

Parental Leave:

8 weeks fully paidPaid time off: 20 days plus two floating personal additional details about life at Mutual of America.

You can also follow us onTwitter:
@mutualofamerica |Facebook:
@mutualofamericaMutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #LI-JB1