Retirement Plan Processor
Community Financial System, Inc. - Utica, NY
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Overview:Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.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 systemTroubleshoot transaction rejectsReview trial postings of transactions prepared by other OMNI processorsRotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)Nightly TradingEnsure timely processing of transactionsCompletion of ASPPA's Retirement Plan Fundamentals courses (RPR)Assist with various operational projects as deemed necessary by supervisor/managerAncillary 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 requiredMinimum of 1 year Accounting, Payroll, or applicable office experienceAbility to be highly organized and show an attention to detailWell-developed written and oral communication skillsAbility to prioritize work assignments and multitaskDisplay an intermediate level competency with Microsoft Word and Excel, as well as personal computer skillsAll applicants must be 18 years of age or olderMin: USD $19.00/Hr. Max: USD $25.60/Hr. Other Job Information:Hours: 40 hours/weekCompensation: 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.
Created: 2025-02-25