Payroll Specialist

Newtek One • ,

1d • Remote

About The Position

NewtekOne®, Your Business Solutions Company®, is a financial holding company that provides a wide range of business and financial solutions to the small- and medium-sized business ("SMB") market. Newtek's business and financial solutions include banking, Business Lending, Electronic Payment Processing, Technology Solutions, eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions. Newtek Payroll & Benefits Solutions provides clients with a complete payroll processing solution via a Human Capital Management (HCM) platform. As a Payroll Specialist, you will be responsible for the payroll processing of new clients with the iSolved payroll (HCM) platform, ensuring clients process their first payrolls accurately and timely. You will also be responsible for successful ongoing training of Newtek (iSolved) payroll associated products, ensuring excellent customer service by building long-term relationships with clients, and using a consultative selling approach to upsell and cross-sell other Newtek business service solutions. You will maintain a professional working relationship with internal and external customers.

Requirements

• High School or equivalent experience and a minimum of 1year of full-cycle payroll processing experience in a complex environment including multiple pay groups and pay cycles within a payroll service bureau preferred.
• Basic knowledge of payroll tax laws at the federal and state levels.
• Experience and operating knowledge of at least two payroll/HCM systems such as ADP Workforce Now, Workday, Paychex, or Ceridian with experience in iSolved a plus.
• Strong client relationship building skills.
• Experience handling mid-size payrolls.
• Good knowledge of payroll and time systems, production environment and implementation practices.
• Willingness to learn and gain a basic understanding of other Newtek products and solutions.
• Good professional oral, written communication skills; follow detailed directions; set priorities and organize work to meet deadlines.
• Ability to work under time constraints and meet schedules; at times with unexpected deadlines while ensuring client's payroll needs are met.
• Resourceful, one that takes accountability ownership for their job.
• Ability to maintain cooperative working relationships with all levels of management.
• Bilingual a plus or may be required based on company needs.
• Strong interpersonal skills and must possess a positive attitude.
• Attention to accuracy and detail in processing information.
• Ability to manage multiple, high priority tasks and adjust to shifting priorities, while meeting deadlines.
• Good analytical and problem-solving skills.
• Flexible and cooperative in fulfilling all obligations.
• Must possess drive and enthusiasm and thrive in a team environment.
• Ability to handle highly sensitive data with confidentiality and integrity.
• Excellent work ethic with a desire to succeed.
• Proficient in Windows based computer applications (Microsoft Office Suite), advanced Excel (v-lookups, pivot tables,) and data import/export. Internal systems; iSolved, etc. External systems; MasterTax, etc.

Nice To Haves

• Bachelor's degree in accounting or related field preferred.
• Prior working experience as a Payroll Client Services Specialist preferred.
• American Payroll Association certification (FPC or CPP) preferred.

Responsibilities

• Assist client in processing payrolls, helping onboarding new clients, and supporting clients with unique needs.
• Maintain an assigned base of payroll clients which includes approx. 175 -200 clients.
• Provide excellent customer service support by resolving client issues and concerns timely and accurately while establishing and maintaining a positive working relationship.
• Expand knowledge of the payroll and payroll tax rules and regulations and keep up to date with payroll compliance.
• Ensure all data entry changes are accurately keyed in a timely manner.
• Ensure deadlines are met and payrolls and reports are produced accurately.
• Serve as a single point of contact for the client and coordinate with other internal departments to fulfill client needs.
• Handle escalated calls from the other payroll team members as needed.
• Support and assist management in the training of other payroll team members.
• Performs adjustments, reconciliation, and audits, researching all issues.
• Assist management in documenting workflows and processes and procedures.
• Learn to coordinate and perform a variety of complex payroll/HR/Time duties in the preparation, processing, and maintenance of payroll, salary, and benefit calculations so that client employees are always paid accurately and on time.
• Collect, analyze, update, and reconcile payroll data on a weekly, bi-weekly, monthly, quarterly and annual basis.
• Research and analyze discrepancies and process appropriate payroll and benefit adjustment entries.
• Perform the calculation and application of garnishment deduction orders.
• Prepare and send client payroll reports as needed.
• Reconcile all data with client payroll each reporting period.
• Process year-end updates for all clients and provide accurate tax reports.
• Prepare off-cycle payrolls and manual checks as necessary.
• Develop and maintain awareness of SSAE16 requirements and accountable for compliance of each task performed.
• Employ root cause analysis, troubleshooting, trending, and preventative measure methods.
• Process payrolls for new clients to ensure all parts are functioning smoothly.
• Ensure client notes and issues are documented within Newtek (iSolved).
• Provide training to new clients on iSolved online system as needed, reporting and productions available.
• Monitors all internal/external communication channels but not limited to email and voicemail notifications providing responsiveness.
• Ensure proper telephone etiquette by paying attention to the correct posture, inflection, courtesy, tone, understandability, and rate of speech.
• Communicate effectively with clients and colleagues to establish cordial/effecting working relationships.
• Comfortable being on video camera while engaging with clients/customers, attending company/department meetings, etc. as required
• Effectively makes independent decisions on problem resolution that are consistent with Newtek's policies and procedures.
• Escalate significant client issues to Payroll Specialist II or management as needed.
• Assume responsibility for establishing and maintaining effective communication and coordination with Newtek team and management.
• Keep management informed of area of activities and of any significant client problems.
• Demonstrate initiative frequently by constantly looking for and recommending ways to improve.
• Attend and participate in meetings as required.
• Maintain a professional manner and positive attitude with all Newtek and clients at all times.
• Identify areas of client dissatisfaction and coordinate with management to resolve.

Benefits

• medical
• dental
• vision
• supplemental benefits
• 401(k) savings plan with an employer match
• On-going training on sales techniques, industry, and competitive landscape to support your career growth.
• competitive salary
• performance-based bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED