What are the responsibilities and job description for the Operations Analyst I position at Employee Fiduciary?
Full-time Description
Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Our company has been profiled in Money magazine and is a leading provider of low-cost 401(k) plans to small and mid-sized businesses.
Employee Fiduciary is currently seeking an Operations Analyst I for our Operations department. Our Operations department is responsible for processing annual contributions, fund transfers, payroll/source/trading corrections, answering participants/plan sponsors questions, etc. This position is based out of our Mobile, AL headquarters and reports to the Operations Manager.
This position is eligible to participate in the Company’s standard benefit plans, including medical, dental, vision, group life, 401(k), FSA, and more.
This position is an excellent opportunity for the right candidate to begin a career in the 401(k) industry. This is an entry level position and training will be provided at our Mobile, AL office.
Requirements
Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).
General business, accounting or finance degree preferred. Five years related work experience and accounting classes may be substituted for degree. Prior experience with Relius or similar software is a plus.
Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Our company has been profiled in Money magazine and is a leading provider of low-cost 401(k) plans to small and mid-sized businesses.
Employee Fiduciary is currently seeking an Operations Analyst I for our Operations department. Our Operations department is responsible for processing annual contributions, fund transfers, payroll/source/trading corrections, answering participants/plan sponsors questions, etc. This position is based out of our Mobile, AL headquarters and reports to the Operations Manager.
This position is eligible to participate in the Company’s standard benefit plans, including medical, dental, vision, group life, 401(k), FSA, and more.
This position is an excellent opportunity for the right candidate to begin a career in the 401(k) industry. This is an entry level position and training will be provided at our Mobile, AL office.
Requirements
Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).
- Process work order requests made by Administrators.
- Learn and maintain a working knowledge of our EF Operations procedures.
- Review and update the status of all assigned daily work requests.
- Send follow up emails on pending requests as well as enter notes for work requests that may have issues or are overdue.
- Analytical and problem-solving skills are required to be a qualified candidate.
- A working knowledge of Microsoft Office software.
- An expert understanding of department processes, procedures, and standards.
- Ability to interact cordially and productively with all company employees.
- Ability to handle multiple tasks effectively.
- Ability to work under pressure and to prioritize.
- Excellent organizational skills.
- Ability to use general office equipment including computer keyboard by touch, voice mail system, copy machine, and printers.
- Ability to proficiently read, write and communicate clearly in English.
- Ability to maintain an effective working relationship with, and among employees.
- Effective communications skills with ability to handle difficult people or situations.
General business, accounting or finance degree preferred. Five years related work experience and accounting classes may be substituted for degree. Prior experience with Relius or similar software is a plus.