Operations Specialist

Integrity Marketing Group•Norfolk, NE

About The Position

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. 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. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge. 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. While limited external client interaction is involved, your contributions are essential to ensuring we meet the needs of both our employers and their employees and maintaining the company's reputation for excellence in retirement plan administration.

Requirements

Completion of ASPPA Retirement Plan Fundamentals (RPF) certificate (may be obtained within first year of employment)
Strong attention to details and organizational skills
Experience with Microsoft Office Suite.
Ability to work effectively within a team and independently in a fast-paced environment.

Responsibilities

Process various retirement transactions accurately, such as contributions, distributions, loans and transfers, while meeting the demands of daily deadlines.
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.
Address and resolve issues related to plan operations, participant inquiries, and regulatory compliance. This may involve working with other departments or escalating to senior members of the team and/or leadership to find solutions.
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
Identify and propose process improvements to enhance the efficiency, accuracy, and compliance of retirement plan administration