Operations Associate - Boulder, United States - Strongpoint Partners

Description

Job Description

Jocelyn Pension Consulting, a Strongpoint Partner, is seeking a highly motivated and ambitious Operations Associate who will work closely with our operations and participant/client support teams. This is a great opportunity for a motivated candidate who wants to learn and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

**This is a hybrid opportunity in our Boulder, CO office.**

Role & Responsibilities:

• Processing and monitoring of daily incoming and outgoing trade files from Custodian.
• Reviewing daily payroll uploads from Plan sponsors, and processing corresponding ACH transactions.
• Assist Plan Sponsors with payroll questions, file upload issues, and creating new pay schedules.
• Preparing cash reconciliation daily and perform asset reconciliation monthly
• Manage annual employer contributions and trade corrections related to annual compliance work.
• Monitor payroll email and phone calls and respond to all 401(k) plan sponsor support questions
• Set up new Plans in recordkeeping systems and participate in payroll trainings
• Maintain and update CRM with internal payroll schedules, on off payroll projects, and client contact changes.
• Be able to creatively solve problems and overcome challenges in a variety of different scenarios

Requirements:

• Excellent verbal, written, analytical, organizational skills and keen attention to detail
• Strong math and / or accounting skills
• Strong initiative, integrity, self motivation, and results orientation
• Experience working with high-level, busy professionals
• Spanish-speaking a plus but not required
• Proactive problem solver
• Retirement Plan experience, specifically 401(k) plans, preferred but not required
• Sungard Relius and / or Schwab RT experience preferred
• Strong MS Office experience, especially Excel and Word
• College degree

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