Operations Support Associate

2 weeks ago


Murfreesboro, Tennessee, United States Mutual of America Financial Group Full time
Mutual of America Financial Group

Job Title:
Operations Support Associate (Participant Processing)

Department:
Participant Services Department

Who We Are:
At Mutual of America Financial Group, we are dedicated to assisting individuals in building the financial resources necessary for enhanced security. Our organization is founded on principles of integrity, excellence, and social responsibility.

Established in 1945, we initially focused on providing pension and retirement-related services to small and mid-sized nonprofit organizations, along with exceptional customer support.

Today, our services extend to for-profit companies, governmental entities, Tribal enterprises, institutional investors, and individuals.

We strive to understand our customers' needs to effectively support their financial savings objectives.

We are committed to uniting talented and driven individuals to help our clients secure a financially stable future.

Role Summary:


As a member of the Participant Services Department, this individual will deliver service support to Client Relationship Managers (CRMs), group plan participants, and individual contract holders.

The primary focus is to assist by processing participant-level transactions and requests submitted from various company representatives.

The Participant Services Department will manage team requests through a Salesforce workflow, including requests for written correspondence, account statement reprints, and research.

Additionally, this team will provide support to Withdrawal Processing and Beneficiary Claims departments as required.

Responsibilities:
The individual will act as support for requests initiated by participant inquiries.
Daily responsibilities encompass processing participant-level transactions and requests such as:
  • Document reprints
  • Assistance with account history and transaction research
  • Processing limited financial and non-financial transactions related to participant inquiries
  • Responding to participant information requests

Processing limited financial transactions and non-financial account updates.
Maintaining relevant Salesforce records and initiating Salesforce cases for specific tasks directed to the appropriate department(s).

Serve as a liaison for requests that may necessitate follow-up for more detailed or complex inquiries and/or fulfillment of electronic or mail correspondence.


Required Qualifications:
Exceptional business writing, presentation, and communication skills.
Ability to manage pressure, prioritize tasks, and multitask effectively during business hours.
Flexibility in working hours.
Valid driver's license.
Active FINRA SIE and Series 6, or must be obtained within the first 180 days of employment.

Preferred Qualifications:
Experience in claims processing or working within banking/financial service processing departments.
Transactional experience, particularly in client or individual services.

What We Offer You:
Competitive base salary.
Annual Bonus.
Comprehensive Benefits Package (medical, dental, and vision) that begins on the first day of employment.
401(k)

Match:

Eligible to receive up to 9% of your pay (salary and incentive compensation) in Company contributions.

A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.

Parental Leave: 8 weeks fully paid.
Paid time off: 20 days plus two floating personal holidays.

Equal Employment Opportunity:
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
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