Retirement Plan Processor - New Hartford
Utica, NY 13502
Hours/Week: 40 hours Location: US: NY: Utica
This position is responsible for processing various OMNI transactions; providing statement processing support; and dealing with reconciliations.
-Run OMNI transactions based upon Task Desk assigned to troubleshoot transaction rejects
-Review transaction edits prepared by other OMNI processors
-Rotate through various desks in OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)
-Nightly Trading (average of twice a month)
-Ensure timely processing of transactions
-Completion of ASPA s RPF1 and RPF2 courses
-Assist with filing when necessary
-Assist with telephone back up as necessary
-Assist with statement generation as necessary
-Assist with various operational projects as deemed necessary by supervisor
-Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.
* Associates Degree
*Minimum of 1 year Accounting, Payroll, or applicable office experience.
Competencies and skills:
* Attention to Detail
* Microsoft Excel
* Verbal Communication
* Microsoft Word
* Written Communication
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Resonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be required to stand, walk, sit, user hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
Human Resources Contact: Alexandra N. Hamilton