Hybrid Operations Associate

TEKsystems•Upper Merion Township, PA

4d•$25 - $25•Hybrid

About The Position

This is a back-office operations role, not a call center position. You'll work in a fast-paced, detail-oriented environment where accuracy, organization, and problem-solving are key. If you enjoy managing multiple priorities, learning new processes, and contributing to a team-focused environment, we'd love to hear from you. This role supports retirement plan administration and helps deliver an exceptional experience for participants.

Requirements

Bachelor's degree preferred; recent graduates encouraged to apply
Prior experience in finance, banking, operations, administration, or a detail-oriented office environment is a plus
Strong written and verbal communication skills
Excellent organizational and time management abilities
Ability to manage multiple priorities while meeting deadlines
Comfortable learning new systems, processes, and regulatory requirements
Proficiency with Microsoft Office and other business applications
Experience working in a high-volume environment is preferred
Strong attention to detail and accuracy
A proactive, team-oriented mindset
Ability to adapt and learn quickly
Professional communication skills
Interest in financial services, retirement plans, or operations

Responsibilities

Process participant requests for retirement plan distributions and loans accurately and efficiently
Review documentation and ensure transactions meet company procedures and regulatory requirements
Manage a high volume of time-sensitive requests while maintaining strong attention to detail
Contact participants as needed to verify information or clarify requests
Communicate professionally via email to obtain required documentation
Document participant interactions and request status updates within Jira and other tracking systems
Collaborate with team members to resolve issues and improve operational processes
Participate in ongoing training, coaching, and professional development opportunities