What are the responsibilities and job description for the Retirement Plan Processor position at Community Financial System, Inc.?
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
This position is responsible for processing various transactions for retirement plans, including trading responsibilities.
Essential Duties
Create and review various retirement plan transactions in the OMNI recordkeeping system
Troubleshoot transaction rejects
Review trial postings of transactions prepared by other OMNI processors
Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)
Nightly Trading
Ensure timely processing of transactions
Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)
Assist with various operational projects as deemed necessary by supervisor/manager
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.
Qualifications
Two year degree in Accounting or related field required
Minimum of 1 year Accounting, Payroll, or applicable office experience
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 skillsÂ
All applicants must be 18 years of age or older
Min
USD $19.00/Hr. Max:
USD $25.60/Hr. Other Job Information:
Hours: 40 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
This position is responsible for processing various transactions for retirement plans, including trading responsibilities.
Essential Duties
Create and review various retirement plan transactions in the OMNI recordkeeping system
Troubleshoot transaction rejects
Review trial postings of transactions prepared by other OMNI processors
Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)
Nightly Trading
Ensure timely processing of transactions
Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)
Assist with various operational projects as deemed necessary by supervisor/manager
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.
Qualifications
Two year degree in Accounting or related field required
Minimum of 1 year Accounting, Payroll, or applicable office experience
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 skillsÂ
All applicants must be 18 years of age or older
Min
USD $19.00/Hr. Max:
USD $25.60/Hr. Other Job Information:
Hours: 40 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Salary : $19 - $26
