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Operations Administrator
2 months ago
This position will be out of the Cherry Hill, NJ office. It is not a remote position.
The purpose of the Operations Administrator is to perform the preparatory work and administrative duties of the Distribution and Payroll departments as well as being a company resource for issues, inquiries and/or research.
Essential duties and responsibilities include the following. Other duties may be assigned.
- Reconcile and Research Cash Accounts/Deposits at the various platforms
- Research pending Contributions in the recordkeeping system
- Input/Import participant enrollment information in the recordkeeping system
- Process Rollovers/Exchanges transactions in the recordkeeping system
- Create and Maintain the Fee Module in the recordkeeping system
- Process Advisory Fees on a monthly basis
- Verify status of Plan Terminations and pending Distribution forms
- Review, respond and complete assigned Call Centers on scheduled basis
- Handle special projects and tasks as requested
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Excellent oral and written communication skills
- Excellent organizational skills
- Proficient in Excel
- Retirement Plan comprehension capability
EDUCATION and/or EXPERIENCE:
- High School Diploma or equivalent
- Retirement Plan experience (preferred, not required)
- Relius Administration experience (preferred, not required)
- Retirement Plan Distribution and Payroll experience (preferred, not required)
- Preferred ASPPA PA 1, 2, 3 and Daily Valuation (can attain during 1st year at job)
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Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
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