Do you like working in a collaborative team environment? Do you have great analytical, interpersonal, and oral communication skills? If so, come join the Division of Procurement and Contracts team. Under the general direction of a Staff Services Manager I, you will perform the duties of a Contract Analyst by working with internal and external customers to develop contract documents that will provide mission critical services to the State.
You will find additional information about the job in the Duty Statement .
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
STAFF SERVICES ANALYST (GENERAL)
Additional Documents
Job Application Package Checklist
Duty Statement
Special Requirements
Statement of Qualifications is a discussion of how an applicant's education, training, experience, and skills meet the criteria in the duty statement and qualify the applicant for the position. Please include a...
Feb 24, 2021
Full time
Do you like working in a collaborative team environment? Do you have great analytical, interpersonal, and oral communication skills? If so, come join the Division of Procurement and Contracts team. Under the general direction of a Staff Services Manager I, you will perform the duties of a Contract Analyst by working with internal and external customers to develop contract documents that will provide mission critical services to the State.
You will find additional information about the job in the Duty Statement .
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
STAFF SERVICES ANALYST (GENERAL)
Additional Documents
Job Application Package Checklist
Duty Statement
Special Requirements
Statement of Qualifications is a discussion of how an applicant's education, training, experience, and skills meet the criteria in the duty statement and qualify the applicant for the position. Please include a...
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...
Feb 23, 2021
Full time
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...
Newport Group has an excellent opportunity for an Administrative Assistant. S/he will be responsible for supporting the Senior Leadership team in the Folsom office. The individual will be responsible for coordinating group meetings, assisting with travel reservations, preparing expense reports, supporting the development of presentations, monthly departmental report creation, preparation of meeting minutes, as well as assisting with any local event planning. S/he will also answer telephones, take and relay messages, arrange conference calls, and personally respond to routine matters.
S/he will be required to provide excellent customer service to internal departments.
Requirements:
The successful applicant will have a bachelor’s degree from an accredited university or equivalent education/experience.
Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
Proficiency in MS Office skills required, excellent Excel skills with...
Feb 23, 2021
Full time
Newport Group has an excellent opportunity for an Administrative Assistant. S/he will be responsible for supporting the Senior Leadership team in the Folsom office. The individual will be responsible for coordinating group meetings, assisting with travel reservations, preparing expense reports, supporting the development of presentations, monthly departmental report creation, preparation of meeting minutes, as well as assisting with any local event planning. S/he will also answer telephones, take and relay messages, arrange conference calls, and personally respond to routine matters.
S/he will be required to provide excellent customer service to internal departments.
Requirements:
The successful applicant will have a bachelor’s degree from an accredited university or equivalent education/experience.
Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
Proficiency in MS Office skills required, excellent Excel skills with...
COMPANY SUMMARY:
The John Stewart Company is a full-service housing management, development and consulting organization that began in 1978 with a commitment to providing high quality service in the affordable housing sector. We work to enrich the lives of our residents and employees, while delivering our services cost ‐ effectively, efficiently and with the highest levels of professionalism, compassion, integrity and respect.
SUMMARY OF THE POSITION:
Under the direction of the Property Manager, the Administrative Assistant is responsible for assisting with the overall operation of the facility. They must relate well to people, have demonstrated sensitivity to and interest in the targeted clientele and exercise good judgment when interacting with residents, clients and staff.
Responsibilities
Basic administrative duties such as filing, copying, faxing, scanning, mailings and answering the phone.
Conduct interviews for annual re-certification,...
Feb 23, 2021
Full time
COMPANY SUMMARY:
The John Stewart Company is a full-service housing management, development and consulting organization that began in 1978 with a commitment to providing high quality service in the affordable housing sector. We work to enrich the lives of our residents and employees, while delivering our services cost ‐ effectively, efficiently and with the highest levels of professionalism, compassion, integrity and respect.
SUMMARY OF THE POSITION:
Under the direction of the Property Manager, the Administrative Assistant is responsible for assisting with the overall operation of the facility. They must relate well to people, have demonstrated sensitivity to and interest in the targeted clientele and exercise good judgment when interacting with residents, clients and staff.
Responsibilities
Basic administrative duties such as filing, copying, faxing, scanning, mailings and answering the phone.
Conduct interviews for annual re-certification,...
This position supports facilities staff by performing maintenance duties such as planned preventative maintenance of facility and facilities equipment, maintenance of office equipment and furnishings, basic electrical projects, spot painting or cleaning, light construction or exterior clean-up. The successful candidate will be well-rounded in industrial mechanical and electrical skills, repair experience and knowledge of a broad range of complex facility systems. This position requires excellent troubleshooting skills and the ability to perform complex technical tasks.
Primary duties include covering one of five areas, maintaining the conveyor system and keeping equipment functioning properly and smoothly without disruptions. Troubleshoot any arising issues with the system and other building concerns as needed.
Able to troubleshoot conveyor system, electrical issues, PLC, pneumatic issues, automated picking module (OPEX), strappers, wrappers, case erecters,...
Feb 22, 2021
Full time
This position supports facilities staff by performing maintenance duties such as planned preventative maintenance of facility and facilities equipment, maintenance of office equipment and furnishings, basic electrical projects, spot painting or cleaning, light construction or exterior clean-up. The successful candidate will be well-rounded in industrial mechanical and electrical skills, repair experience and knowledge of a broad range of complex facility systems. This position requires excellent troubleshooting skills and the ability to perform complex technical tasks.
Primary duties include covering one of five areas, maintaining the conveyor system and keeping equipment functioning properly and smoothly without disruptions. Troubleshoot any arising issues with the system and other building concerns as needed.
Able to troubleshoot conveyor system, electrical issues, PLC, pneumatic issues, automated picking module (OPEX), strappers, wrappers, case erecters,...
Description
McKesson is in the business of better health and we touch the lives of patients in virtually every aspect of healthcare. McKesson Medical-Surgical provides medical-surgical supplies and equipment to physicians' offices, home care agencies, long-term care facilities and surgery centers. Our catalog includes more than 150,000 national brand products from bandages to exam tables, plus McKesson's own line of high-quality medical-surgical products. We're proud to be the only national distributor serving the entire continuum of healthcare.
Every single McKesson employee contributes to our mission—by joining McKesson Medical-Surgical you act as a catalyst in a chain of events that helps millions of people all over the globe. Your expertise, drive and passion can help us improve everything we touch, from providers to payors to pharmacies. You’ll collaborate on the products and solutions that help us carry out our mission to improve lives and advance healthcare....
Feb 22, 2021
Full time
Description
McKesson is in the business of better health and we touch the lives of patients in virtually every aspect of healthcare. McKesson Medical-Surgical provides medical-surgical supplies and equipment to physicians' offices, home care agencies, long-term care facilities and surgery centers. Our catalog includes more than 150,000 national brand products from bandages to exam tables, plus McKesson's own line of high-quality medical-surgical products. We're proud to be the only national distributor serving the entire continuum of healthcare.
Every single McKesson employee contributes to our mission—by joining McKesson Medical-Surgical you act as a catalyst in a chain of events that helps millions of people all over the globe. Your expertise, drive and passion can help us improve everything we touch, from providers to payors to pharmacies. You’ll collaborate on the products and solutions that help us carry out our mission to improve lives and advance healthcare....
The Public Safety Communication Specialist (PSCS) position is an entry level training position in the Communications Unit for the Police Department.
Salary Range: $67,996--$82,613 with a $3,000 hiring bonus and a 5% on going non-pensionable pay
The PSCS duties include :
Receives, answers and processes all 911 emergency and 311 non-emergency calls for help.
Uses a Computer Aided Dispatch (CAD) system to create calls for service.
Ability to remain calm in stressful situations and multitask.
Ability to interpret information from hysterical, incoherent, angry, and upset callers.
Monitor 911 Text, 3SI tracking, and create Missing Persons reports.
Qualifications:
Must be 18 years of age
Verification of eligibility to work in the United States
High School diploma or equivalent
Police Background check
1 year customer service experience
Benefits:
10-hour shifts: 4 days on, 3 days off
Paid Training, in house Academy of 8 weeks.
Paid...
Feb 21, 2021
Full time
The Public Safety Communication Specialist (PSCS) position is an entry level training position in the Communications Unit for the Police Department.
Salary Range: $67,996--$82,613 with a $3,000 hiring bonus and a 5% on going non-pensionable pay
The PSCS duties include :
Receives, answers and processes all 911 emergency and 311 non-emergency calls for help.
Uses a Computer Aided Dispatch (CAD) system to create calls for service.
Ability to remain calm in stressful situations and multitask.
Ability to interpret information from hysterical, incoherent, angry, and upset callers.
Monitor 911 Text, 3SI tracking, and create Missing Persons reports.
Qualifications:
Must be 18 years of age
Verification of eligibility to work in the United States
High School diploma or equivalent
Police Background check
1 year customer service experience
Benefits:
10-hour shifts: 4 days on, 3 days off
Paid Training, in house Academy of 8 weeks.
Paid...
The Public Safety Radio Dispatcher Trainee position is an entry level training position in the Communications Unit of the Police Department.
Salary Range: $81,026--$98,488 with a $6,000 hiring bonus and 5% on going non-pensionable pay
The key responsibilities for Public Safety Radio Dispatcher Trainee include :
Learn to dispatch police personnel and equipment on both routine and emergency calls
Maintains accurate record of location and status of public safety units.
Uses a computer aided dispatch system, video display terminals, radio dispatching consoles, and related equipment
Inquiring, interpreting, verifying, receiving, and disseminating information from law enforcement computer networks relating to wanted persons, stolen property, vehicle registration, address checks, etc.
Answering the telephone and receiving emergency, non-emergency, and 9-1-1 requests for assistance.(must learn all PSCS 911 call taker duties)
Qualifications:
Must be at...
Feb 21, 2021
Full time
The Public Safety Radio Dispatcher Trainee position is an entry level training position in the Communications Unit of the Police Department.
Salary Range: $81,026--$98,488 with a $6,000 hiring bonus and 5% on going non-pensionable pay
The key responsibilities for Public Safety Radio Dispatcher Trainee include :
Learn to dispatch police personnel and equipment on both routine and emergency calls
Maintains accurate record of location and status of public safety units.
Uses a computer aided dispatch system, video display terminals, radio dispatching consoles, and related equipment
Inquiring, interpreting, verifying, receiving, and disseminating information from law enforcement computer networks relating to wanted persons, stolen property, vehicle registration, address checks, etc.
Answering the telephone and receiving emergency, non-emergency, and 9-1-1 requests for assistance.(must learn all PSCS 911 call taker duties)
Qualifications:
Must be at...
Family Partners are people with personal experience participating in a public system of care as a consumer and/or as a parent/caregiver, and have the skills, training and experience to perform the functions of their role. Family Partners (FP) have four key functions: (1) to make families (parents, caregivers, and youth) equal partners -if not leaders- in the development and implementation of their service plans; (2) to represent the needs and perspectives of families (parents, caregivers, and youth) to internal and external stakeholders and decision makers within the system of care; (3) to ensure that families (parents, caregivers, and youth) have access to a comprehensive array of prevention and support services that meet their individual needs; and (4) to ensure that these services are family-centered, easily accessible, respectful of cultural, ethnic and other community characteristics, and stigma free. The Family Partner serves as an advocate for parents/caregivers and...
Feb 16, 2021
Full time
Family Partners are people with personal experience participating in a public system of care as a consumer and/or as a parent/caregiver, and have the skills, training and experience to perform the functions of their role. Family Partners (FP) have four key functions: (1) to make families (parents, caregivers, and youth) equal partners -if not leaders- in the development and implementation of their service plans; (2) to represent the needs and perspectives of families (parents, caregivers, and youth) to internal and external stakeholders and decision makers within the system of care; (3) to ensure that families (parents, caregivers, and youth) have access to a comprehensive array of prevention and support services that meet their individual needs; and (4) to ensure that these services are family-centered, easily accessible, respectful of cultural, ethnic and other community characteristics, and stigma free. The Family Partner serves as an advocate for parents/caregivers and...
Description
The Recruiter is responsible for the development of recruitment strategies and implements all aspects of the recruitment process for the agency, ensuring excellence in hiring practices. The Recruiter also assists the HR department with development, implementation, tracking, regulatory compliance, and evaluation of effectiveness for specific HR needs. The Recruiter is also a partner in the Career Pathways Program for recruitment of Interns in the field of Community Based Services. The Recruiter supports the Mission, Vision, and Values of Stanford Youth Solutions + Sierra Forever Families.
Qualifications
Bachelor’s degree or equivalent experience in the social services or HR arena
Exceptional personal engagement skills
Ability to interface with all levels of agency and external customers in highly professional manner
Strong problem-solving and analytical skills
Creative thinker in designing advertising and recruitment campaigns that vary according to...
Feb 16, 2021
Full time
Description
The Recruiter is responsible for the development of recruitment strategies and implements all aspects of the recruitment process for the agency, ensuring excellence in hiring practices. The Recruiter also assists the HR department with development, implementation, tracking, regulatory compliance, and evaluation of effectiveness for specific HR needs. The Recruiter is also a partner in the Career Pathways Program for recruitment of Interns in the field of Community Based Services. The Recruiter supports the Mission, Vision, and Values of Stanford Youth Solutions + Sierra Forever Families.
Qualifications
Bachelor’s degree or equivalent experience in the social services or HR arena
Exceptional personal engagement skills
Ability to interface with all levels of agency and external customers in highly professional manner
Strong problem-solving and analytical skills
Creative thinker in designing advertising and recruitment campaigns that vary according to...
Bonney Plumbing Heating & Air
Rancho Cordova, CA, USA
Bonney Plumbing, Electrical, Heating & Air is looking for Permit Coordinator in the greater Sacramento area. We have been in business for almost 40+ years and are one of the area's best and largest home services companies.
Essential Duties and Responsibilities:
Prepare and submit permit application packages to municipalities and agencies to obtain regulatory permits/licenses.
Monitor the status of permit applications and all phases of the permitting process to project completion and issuance of a permit.
Enter all relevant permit information into operating software (Service Titan).
Review and maintain permit reports generated through Service Titan.
Communicate with customers, internal departments, technicians and external agencies to assure that building permits are obtained in a timely manner.
Ensure that all phases of the permit process are thoroughly documented and tracked to project completion and building permit sign-off.
Schedule...
Feb 11, 2021
Full time
Bonney Plumbing, Electrical, Heating & Air is looking for Permit Coordinator in the greater Sacramento area. We have been in business for almost 40+ years and are one of the area's best and largest home services companies.
Essential Duties and Responsibilities:
Prepare and submit permit application packages to municipalities and agencies to obtain regulatory permits/licenses.
Monitor the status of permit applications and all phases of the permitting process to project completion and issuance of a permit.
Enter all relevant permit information into operating software (Service Titan).
Review and maintain permit reports generated through Service Titan.
Communicate with customers, internal departments, technicians and external agencies to assure that building permits are obtained in a timely manner.
Ensure that all phases of the permit process are thoroughly documented and tracked to project completion and building permit sign-off.
Schedule...
SBM Site Services is hiring an Accounts Receivable Technician at our corporate headquarters in Sacramento, CA. The Accounts Receivable Technician is responsible for preparing and distributing customer billing, following up with customers to ensure timely payments and preparing multi-jurisdiction Sales-Tax returns.
Responsibilities
Review customer contracts and extract critical information related to billing
Research and understand sales and use tax laws in multiple states and apply that knowledge to customer billing
Process all billing transactions accurately and efficiently to meet expected deadlines
Interact with customers and employees to research and resolve disputes
Issue billing adjustments
Contact customers in a professional manner via telephone and/or email to resolve past due accounts
Determine what accounts needs to be escalated to managers for resolution
Maintain a log of all contact and planned resolution for delinquent accounts and provide...
Feb 10, 2021
Full time
SBM Site Services is hiring an Accounts Receivable Technician at our corporate headquarters in Sacramento, CA. The Accounts Receivable Technician is responsible for preparing and distributing customer billing, following up with customers to ensure timely payments and preparing multi-jurisdiction Sales-Tax returns.
Responsibilities
Review customer contracts and extract critical information related to billing
Research and understand sales and use tax laws in multiple states and apply that knowledge to customer billing
Process all billing transactions accurately and efficiently to meet expected deadlines
Interact with customers and employees to research and resolve disputes
Issue billing adjustments
Contact customers in a professional manner via telephone and/or email to resolve past due accounts
Determine what accounts needs to be escalated to managers for resolution
Maintain a log of all contact and planned resolution for delinquent accounts and provide...
JOB DESCRIPTION
Responsible for periodic, quarterly, and annual Federal, State and Local tax compliance.
This includes responsibilities for all documentation and support and researching any relevant issues. Responsible for responding to related tax correspondence. Assist with the preparation of the quarterly and annual tax provision. Assist with new client/new business transitions.
Responsibilities
Prepare quarterly and annual Federal related taxes
Research tax fall outs with the 3rd party tax system and register for Federal, Local, and State IDs
Manage tax software and implement new features and updates, assist with the quarterly and annual provision process
Respond to related tax correspondence and research issues
Assist with IRS and State audits as they arise and ensure tax compliance
Prepare quarterly and annual filings and submit to 3rd party tax service
Recon tax reporting and prepare and assist with W2s as well as W2cs as needed
Have good...
Feb 10, 2021
Full time
JOB DESCRIPTION
Responsible for periodic, quarterly, and annual Federal, State and Local tax compliance.
This includes responsibilities for all documentation and support and researching any relevant issues. Responsible for responding to related tax correspondence. Assist with the preparation of the quarterly and annual tax provision. Assist with new client/new business transitions.
Responsibilities
Prepare quarterly and annual Federal related taxes
Research tax fall outs with the 3rd party tax system and register for Federal, Local, and State IDs
Manage tax software and implement new features and updates, assist with the quarterly and annual provision process
Respond to related tax correspondence and research issues
Assist with IRS and State audits as they arise and ensure tax compliance
Prepare quarterly and annual filings and submit to 3rd party tax service
Recon tax reporting and prepare and assist with W2s as well as W2cs as needed
Have good...
Do you like working in a collaborative team environment? Do you have great analytical, interpersonal, advanced writing, and communication skills? If the answer is YES, come join the Division of Procurement and Contracts team! Under the general direction of a Staff Services Manager I, you will perform the duties of a Contract Analyst by working with internal and external customers to develop contract documents that will provide mission critical services to the State.
The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Human Resources Contact: Caltrans DHR Contact (916) 227-5183 Hiring Unit Contact: Robert McClintic (916) 639-6313 robert.mcclintic@dot.ca.gov
There are three steps to apply for this position:
1. Create a calcareers account: https://calcareers.ca.gov/
2. Take the assessment:...
Feb 10, 2021
Full time
Do you like working in a collaborative team environment? Do you have great analytical, interpersonal, advanced writing, and communication skills? If the answer is YES, come join the Division of Procurement and Contracts team! Under the general direction of a Staff Services Manager I, you will perform the duties of a Contract Analyst by working with internal and external customers to develop contract documents that will provide mission critical services to the State.
The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Human Resources Contact: Caltrans DHR Contact (916) 227-5183 Hiring Unit Contact: Robert McClintic (916) 639-6313 robert.mcclintic@dot.ca.gov
There are three steps to apply for this position:
1. Create a calcareers account: https://calcareers.ca.gov/
2. Take the assessment:...
Under the direction of the Chief, Office of Resource Management, a Staff Services Manager I, the Associate Governmental Program Analyst will perform the more responsible and complex duties associated with the research, analysis, development, preparation, administration, monitoring, review, and control of the Division of Equipment (DOE) budget that supports a statewide operation. The Associate Governmental Program Analyst will research and prepare responses to Resource Management issues and policies and procedures and will assist with the preparation of equipment management procedures.
The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Human Resources Contact: Caltrans DHR Contact (916) 227-7840 Hiring Unit Contact: Dina Coloma (916) 227-5846 Dina.Coloma@dot.ca.gov
There are three steps to apply for the job:
1. Create an account at:...
Feb 10, 2021
Full time
Under the direction of the Chief, Office of Resource Management, a Staff Services Manager I, the Associate Governmental Program Analyst will perform the more responsible and complex duties associated with the research, analysis, development, preparation, administration, monitoring, review, and control of the Division of Equipment (DOE) budget that supports a statewide operation. The Associate Governmental Program Analyst will research and prepare responses to Resource Management issues and policies and procedures and will assist with the preparation of equipment management procedures.
The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Human Resources Contact: Caltrans DHR Contact (916) 227-7840 Hiring Unit Contact: Dina Coloma (916) 227-5846 Dina.Coloma@dot.ca.gov
There are three steps to apply for the job:
1. Create an account at:...
Newport Group is looking for a Conversion Consultant who will be responsible for leading the conversion of new clients to Newport Group and will orchestrate all aspects of new client integration, including but not limited to technical, communication plan and data/system initiatives. The Conversion Consultant will work closely with the client and internal resources to ensure a successful conversion.The Conversion Consultant is responsible for executing the conversion process for assigned accounts immediately after the sale and is responsible for delivery of commitments made during the sales process. While working in a team environment, s/he will assume ownership for plan, data and conversion responsibilities. S/he will coordinate and facilitate reoccurring meetings with agendas and minutes and perform a review of all communication materials including drafting/editing of materials. S/he must be able to immediately identify and communicate issues (financial or service deliverables)...
Feb 08, 2021
Full time
Newport Group is looking for a Conversion Consultant who will be responsible for leading the conversion of new clients to Newport Group and will orchestrate all aspects of new client integration, including but not limited to technical, communication plan and data/system initiatives. The Conversion Consultant will work closely with the client and internal resources to ensure a successful conversion.The Conversion Consultant is responsible for executing the conversion process for assigned accounts immediately after the sale and is responsible for delivery of commitments made during the sales process. While working in a team environment, s/he will assume ownership for plan, data and conversion responsibilities. S/he will coordinate and facilitate reoccurring meetings with agendas and minutes and perform a review of all communication materials including drafting/editing of materials. S/he must be able to immediately identify and communicate issues (financial or service deliverables)...
Newport Group has a great opportunity for an Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules
S/he will update all information into recordkeeping system, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets.
Requirements:
Bachelor’s degree or equivalent of related experience in the administration of retirement plans
ASPPA designation a plus
Experience in Relius a plus
Excellent written and oral communication skills.
Proficient using Excel, Word, PowerPoint, and Adobe
Must have strong analytical, problem solving and organizational...
Feb 08, 2021
Full time
Newport Group has a great opportunity for an Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules
S/he will update all information into recordkeeping system, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets.
Requirements:
Bachelor’s degree or equivalent of related experience in the administration of retirement plans
ASPPA designation a plus
Experience in Relius a plus
Excellent written and oral communication skills.
Proficient using Excel, Word, PowerPoint, and Adobe
Must have strong analytical, problem solving and organizational...
We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment?
As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team.
The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...
Feb 08, 2021
Full time
We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment?
As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team.
The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...
Newport Group has a great opportunity for a Operations Specialist. 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...
Feb 08, 2021
Full time
Newport Group has a great opportunity for a Operations Specialist. 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...
Essential Duties & Responsibilities - Establishes, promotes, and protects Teichert values including diversity, teamwork, fair work environment, and respect of others. Maintains a “team” spirit within the Company. Works and cooperates with other disciplines (across company lines) to ensure maximum and best use of resources. - Promotes and protects the community perception of Teichert. - Builds and maintains positive working relationships with internal and external customers. Facilitates communication of company, project, and reporting policies. Maintains a favorable impression of the company with external customers through professional and courteous interactions. - Gathers feedback and continuously makes improvements to work processes and practices. - Assists in achieving a zero injury culture through supporting safety programs and actively participating in appropriate safety meetings and training sessions to maintain a safe, healthy work environment and to meet...
Feb 05, 2021
Full time
Essential Duties & Responsibilities - Establishes, promotes, and protects Teichert values including diversity, teamwork, fair work environment, and respect of others. Maintains a “team” spirit within the Company. Works and cooperates with other disciplines (across company lines) to ensure maximum and best use of resources. - Promotes and protects the community perception of Teichert. - Builds and maintains positive working relationships with internal and external customers. Facilitates communication of company, project, and reporting policies. Maintains a favorable impression of the company with external customers through professional and courteous interactions. - Gathers feedback and continuously makes improvements to work processes and practices. - Assists in achieving a zero injury culture through supporting safety programs and actively participating in appropriate safety meetings and training sessions to maintain a safe, healthy work environment and to meet...