31 applicants

Company

Original Job Post

Mutual of America Financial Group · 5 days ago

Associate Operations Specialist

Boca Raton, FL

Full-time

Onsite

Mid Level

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Responsibilities

Handle participant calls and inquiries. This may include, but is not limited to, plan provisions, forms of annuities, beneficiary changes, bank changes, discussing benefit amounts and assisting the participant with the retirement process from start to finish.

Other Day-to-day responsibilities include:

Review submitted documents for accuracy and working with the participant to resolve any outstanding issues

Problem solving issues that are preventing payment

Creating and mailing retirement kits and other forms as needed

Returning participant calls and following up with them as needed

Emailing participants, employers and internal staff.

Researching plan provisions

Process and submit participant and employer requests using the various FIS-OMNI systems – OMNI DC/DB and Omni Pay

Maintaining associated Salesforce records and initiating Salesforce tasks and cases for the specific tasks that we handle.

Collaborate with internal teams, including retirements, Plan DeConversion and Regional Office staff to efficiently handle participant and employer requests.

Other Duties as assigned to support the overall workflow of the department

Qualification

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Workflow ManagementAudit PreparationData AnalysisProcedure ComplianceVolume ManagementTime FlexibilityProblem-SolvingCommunicationAdaptabilityCustomer ServiceOrganizationIndependenceRetirement plan industryTransactional experienceDefined benefit pension plansActive series 6

Required

Ability to handle pressure, prioritize, and multitask during a business day

Effectively manage participant requests: forwarding of forms, requesting of benefit estimate and retirement calculations via FIS workflow, preparation of retirement kits, review of forms for accuracy, follow up with internal teams and participants, confirming requests have been processed and systems updated.

Effectively manage requests from internal teams: provide audit material, request scan data, answer questions, provide clarity in procedures and requirements.

Excellent written and oral communication skills, with the ability to work effectively with all levels of staff and management.

Detail oriented, with the ability to adapt to a changing environment and manage large volume of work

Customer service oriented with strong phone skills

Well organized and ability to work independently

Ability to work flexible hours

Valid driver’s license

Preferred

Experience working in the retirement plan industry

Transactional experience, particularly in client/individual services

Knowledge of Defined Benefit Pension Plans and/or retirement plans

Active Series 6

Benefits

Annual Bonus

Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment

401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in Company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.

Parental Leave: 8 weeks fully paid

Paid time off: 20 days plus two floating personal holidays

Company

Mutual of America Financial Group

Glassdoor

2.9

Mutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 70 years.

Founded in 1945