Daybright Financial · 3 hours ago
Remittance Specialist
Rochester, NY
Full-time
Hybrid
Entry, Mid Level
2+ years expDaybright Financial is one of the nation’s largest independent firms specializing in employee benefits and retirement plans. They are seeking a full-time Remittance Specialist to process payroll files, handle communication with clients, and assist team members within their Public Sector Solutions Segment.
Financial ServicesInsuranceRetirement
Hiring Manager
Francisco Urtecho
Responsibilities
Prepare Excel payroll files from clients for disbursement of funds to service providers
Communicate regularly with payroll staff via phone and email to ensure accurate data is exchanged and any errors corrected. Specialists must provide timely response with clients, and quick problem solving
Work in partnership with banking specialists to support assigned clients
Process payroll files through database
Review reports for inaccuracy and contact clients for clarification as needed
Send, track, and follow-up on correspondences from clients and participants
Resolve complex issues that require research and investigation
Input data into system platforms and keep records updated
Communicate effectively at various levels within the company and clients alike
Regularly attend department and company meetings and training sessions
Receive and process files in preparation for distribution of funds (Elective and Non-elective Funds)
Research and correct exceptions/differences identified through validation process
Process checks (two check-runs per week)
Communicate via email and phone with clients to ensure appropriate notification and completion of files processed
File and other administrative duties as needed
Qualification
Required
Good communication skills and attention to detail
Proficiency in Microsoft Outlook, Excel, Word and QuickBooks
Working knowledge of file directory structure to be able to move, copy, and paste files
Excellent communication and organizational skills
Ability to work well under pressure and meet deadlines in a fast-paced environment
Strong sense of urgency
Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division
Ability to audit and cross reference data
Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry
Ability to work independently under minimal supervision in a fast-paced, demanding environment
Preferred
Associate or bachelor's degree
Minimum of 2 years' work experience in the financial, pension, and/or retirement industry
Benefits administration experience
Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants
Benefits
Competitive pay
Generous PTO
Expansive benefits
Company
Daybright Financial
Daybright Financial offers retirement, investment, insurance planning, and employee benefits solutions for organizations and individuals.
1001-5000 employees
Funding
Current Stage
Late StageRecent News
2025-10-15
Company data provided by crunchbase