Retirement Plan Specialist


Top Job

Located in Utica, NY

Salary: $14.25

Job Description

If you enjoy interacting with people, providing outstanding customer service and are looking for a rewarding career, this opportunity is for you! This company service over 3,500 retirement plans and 300,000 plan participants in total, through partnerships with a wide array of financial intermediaries.

Main Responsibilities: This position is responsible for processing various transactions; providing statement processing support; and dealing with reconciliations.

Essential Duties:

  • Run OMNI transactions based upon Task Desk assigned to troubleshoot transaction rejects
  • Review transaction edits prepared by other OMNI processors
  • Rotate through various desks in OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)
  • Nightly Trading (average of twice a month)
  • Ensure timely processing of transactions
  • Completion of ASPA’s RPF1 and RPF2 courses
  • Assist with filing when necessary
  • Assist with telephone back up as necessary
  • Assist with statement generation as necessary
  • Assist with various operational projects as deemed necessary by supervisor

Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Education/ Training: Two year degree in Accounting or related field required

Competencies:Basic Qualifications:

  • Ability to be highly organized and show an attention to detail
  • Well-developed written and oral communication skills
  • Ability to prioritize work assignments and multitask
  • Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills


  • Minimum of 1 year Accounting, Payroll, or applicable office experience.

Salary: $14.25/hour

Job Type: Full-time

Express Office: Utica/Rome
The Landmarc Building
118 Columbia Street, Suite 103
Utica, NY 13502
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