Jun 24, 2022

Operations Specialist

  • Newport Group
  • Folsom, CA, USA
Full time Human Resources

Job Description

The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.  Requirements:

  • Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment.
  • Able to work in a team environment.
  • Strong attention to detail.
  • Problem solving skills.
  • Self-motivated.
  • Highly organized.