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Operations Specialist

Job Summary:     The Operations Specialist will work in Pentegra’s Defined Contribution Department and will be responsible for data scrubbing, posting payroll & disbursement transactions and tax reporting for defined contribution accounts. This individual will utilize Pentegra’s recordkeeping system, Payroll Center, SchARP and workflow system to process and monitor transactions in accordance with defined service standards as well as reconcile transaction files processed.   
 
Responsibilities:
 
·        Prepare and process transactions and payroll files adhering to internal timelines and procedures
·        Process total distributions, partial distributions and loans in accordance with plan  provisions, participant instruction and IRS guidelines
·        Visually compares system output and control totals and approves for posting
·        Maintain and update data as needed and reconcile reports as required
·        Research and resolve client payroll issues
·        Monitor processing dashboard on a daily basis
·        Interact with internal clients, as well as teammates, on the telephone, in written       correspondence and in person in a professional and accurate manner
·        Utilize the operational platforms specific to the job role
·        Participate in team projects
·        Enroll and participate in training and education classes as required
·        Fulfill job related tasks as required by Manager
·        Must embrace “The Pentegra Way”

 
Requirements: 
·        BA/BS degree in Accounting, Finance or business related field required
·        1 or more years of experience processing qualified plan distributions preferred
·        Strong customer service skills
·        Must have ability to work independently and prioritize work requests
·        Must be detail oriented and able to complete the workload in an accurate and timely manner