Demo

Operations Specialist

Tailored Management
Pennington, NJ Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Job Title : Operations Specialist

Work Setup : Hybrid (3 days onsite; 2 days remote - training will be onsite all 5 days)

Site Location : 1400 MERRILL LYNCH DR, Pennington, NJ 08534

Pay Rate : 22.28 / hr, paid weekly

Target Start Date : March 31, pending on onboarding completion

Benefits : Health, Dental and Vision Insurance

Contract Length : 12 Months (Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need)

Job Summary :

We are seeking a detail-oriented and analytical professional to support business applications used by 401k / Retirement Operations. This role involves troubleshooting system issues, conducting research and analysis, and assisting various teams, including Processing, Client Services, Financial Services, and Compliance. The ideal candidate will have strong organizational skills, technical proficiency, and the ability to collaborate across multiple business teams.

Key Responsibilities :

  • Investigate and resolve system issues related to mainframe transactions.
  • Develop system specifications for ad-hoc reporting, cross-plan transactions, and corrections.
  • Manage and support global operational issues and create action plans for resolution.
  • Utilize macro-writing and database tools to enhance reporting and operational efficiency.
  • Work closely with internal teams to ensure smooth business application functions.

Qualifications & Skills :

  • Proficiency in Excel, Access, and the MS Office Suite.
  • Experience with macro-writing.
  • Knowledge of operational support applications (e.g., TSO, trust reporting, general ledger).
  • Basic understanding of accounting principles and spreadsheet tools.
  • Strong organizational and time management skills.
  • Basic business writing proficiency.
  • Familiarity with retirement products and processing functions, including check and ACH transactions.
  • Understanding of tax filing requirements and reporting.
  • Client service experience is a plus.
  • If you are an analytical problem-solver with a passion for operational efficiency, we encourage you to apply!

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