Operations Coordinator I

1 month ago

Pittsburgh, United States IRALOGIX,Inc Full time
Job DescriptionJob Description


JOB DESCRIPTION



Company: IRALOGIX, Inc. Position: Operations Coordinator I

Location: Pittsburgh, PA / Hybrid Job Type: Full-Time/Non-Exempt

Industry: Retirement Services/FinTech Software Travel: 0%

IRALOGIX is a high-growth, institutional technology platform, focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks, interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible, while significantly lowering administration costs, increasing efficiency, profitability, and competitiveness, far beyond industry expectations.

Role:

As an OPERATIONS COORDINATOR I, reporting directly to the Operations Manager, your key objectives will be to ensure efficient operation of the Operations and Customer Care teams. The Operations Coordinator supports the manager and employees through a variety of tasks related to organization and communication. You will be responsible for confidential and time-sensitive material and have the ability to effectively communicate via phone and email, ensuring that all administrative duties are completed accurately and delivered with high quality and in a timely manner.

Location:

This is a remote position, but candidates must reside within a 2-hour drive from Pittsburgh, PA. Occasional travel to the Pittsburgh office will be required.

Responsibilities:

The essential responsibilities and duties for this position include, but are not limited to, the following:

  • Client, vendor, and colleague assistance
  • Contribute to team effort by accomplishing tasks as needed
  • Managing the process of importing high volume of accounts at one time
  • Managing the Workplace IRA process
  • Making manual adjustments to accountholder information
  • Managing the Beneficiary Account process
  • Completing and managing monthly reports
  • Special projects as assigned

Required Skills/Abilities:

  • Excellent verbal and written communication skills
  • Proficient in using Microsoft Office applications
  • Demonstrate professionalism and dependability
  • Proficient with problem-solving and accuracy
  • Good typing skills
  • High attention to detail and accuracy

Education and Experience:

  • High school diploma or equivalent
  • 2+ years of relevant administrative experience
  • Must be US Citizen, Permanent Resident, or eligible to work in the US permanently

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D


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