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Department Responsibilities :
Mail Operations is the primary starting point for documents being received from our internal and external clients. Mail Operations is responsible for accurately and efficiently indexing all documents within IMPACT for electronic delivery to business units.
In addition to indexing documents, Mail Operations also establishes new client id numbers for New Business Plans and Individual(k) Plans, handles and track all incoming hardcopy checks, and partners with various business units on back scanning projects.
Fulfillment handles all aspects of daily and ad hoc mailings along with being responsible for ensuring all Service Level Agreements are met for the mailing of participant statements.
Fulfillment owns the relationship with some of our key vendors including RR Donnelley, Iron Mountain, and UPS.
Position Purpose :
The Operations Associate will support the team in providing a high level of service to both internal and external clients.
The Operations Associate will provide timely and accurate processing of specified operational activities within the Department, focusing on meeting daily / weekly / monthly SLAs.
The role also involves understanding operational workflows as it relates to the both the individual role as well as Operations as a whole.
Skills / Competencies :
The candidate must be able to demonstrate the skills / competencies as listed below.
May require some assistance with department specific task organization.
Time Management / Prioritization - Works best with a pre-defined schedule or set of existing priorities. Needs assistance dealing with conflicting priorities.
Responsibility to manage own tasks.
Works best when able to complete one task before starting another.
Job Duties / Responsibilities :
Ensure timely and accurate routing of transactions to all internal business groups. Scan daily hard copy mail received into imaging system.
Mail Operations specific)
Additional Requirements :
Last updated : 2024-06-24
Full Time
Investment Management
$113k-142k (estimate)
04/28/2024
08/31/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
The job skills required for Operation associate include Leadership, Customer Service, Initiative, Planning, Problem Solving, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Operation associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operation associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operation associate positions, which can be used as a reference in future career path planning. As an Operation associate, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation associate. You can explore the career advancement for an Operation associate below and select your interested title to get hiring information.