Operations Administrator

This position will be out of the Cherry Hill, NJ office. It is not a remote position.

The purpose of the Operations Administrator is to perform the preparatory work and administrative duties of the Distribution and Payroll departments as well as being a company resource for issues, inquiries and/or research.

Essential duties and responsibilities include the following. Other duties may be assigned.

•   Reconcile and Research Cash Accounts/Deposits at the various platforms
•   Research pending Contributions in the recordkeeping system 
•   Input/Import participant enrollment information in the recordkeeping system 
•   Process Rollovers/Exchanges transactions in the recordkeeping system 
•   Create and Maintain the Fee Module in the recordkeeping system
•   Process Advisory Fees on a monthly basis 
•   Verify status of Plan Terminations and pending Distribution forms
•   Review, respond and complete assigned Call Centers on scheduled basis 
•   Handle special projects and tasks as requested

 QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Excellent oral and written communication skills
• Excellent organizational skills
• Proficient in Excel
• Retirement Plan comprehension capability

EDUCATION and/or EXPERIENCE:

• High School Diploma or equivalent
• Retirement Plan experience (preferred, not required)
• Relius Administration experience (preferred, not required)
• Retirement Plan Distribution and Payroll experience (preferred, not required)
• Preferred ASPPA PA 1, 2, 3 and Daily Valuation (can attain during 1st year at job)

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