Operations Associate

Job Summary

Seeking a detail-oriented entry-level Operations Associate, the full-time remote position will manage payroll processing, rollover transactions, and loan payoffs while contributing to team projects aimed at improving operational efficiency.

Key responsibilities:

• Monitor, process, and reconcile payroll files for retirement plans, including generating and reviewing payroll reports
• Perform quality control reviews of data and investigate discrepancies to maintain accuracy and compliance
• Collaborate with team members and internal partners to resolve issues and support process improvement initiatives

Required qualifications:

• Strong interest in the financial services industry and retirement plan operations
• Proficiency in Microsoft Office programs and ability to learn new systems quickly
• Demonstrated ability to take initiative and manage multiple priorities effectively
• Willingness to learn and adapt in a fast-paced, collaborative environment
• Commitment to accuracy and quality in operational tasks