Operations Administrator

<strong>We&rsquo;re motivated by the fact that educators take care of our children&rsquo;s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.</strong>

Springfield, IL; Cherry Hill, NJ

Horace Mann

<h4>We&rsquo;re motivated by the fact that educators take care of our children&rsquo;s future, and we believe they deserve someone to look after theirs.&nbsp; We help educators identify their financial goals and develop plans to achieve them.&nbsp; This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.</h4> https://boards.greenhouse.io/horacemannservicecorporation

keywords: position summary,position details,retirement plan administration & processing,financial reconciliation & account research,research, problem-solving & operational support,accuracy & operational excellence,education,experience,knowledge,skills

Retirement

$21.44 - $29.16/hour + bonus

Overview: <p>Horace Mann is seeking a detail-oriented and analytical <strong>Operations Administrator</strong> to support our Retirement Plan Operations team. In this role, you'll play an important part in ensuring accurate and efficient processing of retirement plan transactions, payroll activities, and financial reconciliations while delivering exceptional service to internal business partners.</p> <p>You'll support the daily administration of retirement plan distributions and payroll functions, research and resolve account discrepancies, and help ensure transactions are processed accurately and timely. This is an excellent opportunity for someone who enjoys working with numbers, solving problems, and contributing to a team that supports the financial well-being of the educators we serve.</p> <p>The ideal candidate brings strong analytical and organizational skills, a solid understanding of accounting principles, and an interest in retirement plan administration.</p>
Responsibilities: <p><strong>Retirement Plan Administration &amp; Processing</strong></p> <ul> <li>Perform daily administrative and preparatory activities supporting the <strong>Retirement Plan Distribution and Payroll departments</strong>.</li> <li>Enter and import participant enrollment information into the retirement plan recordkeeping system.</li> <li>Process rollover and exchange transactions accurately within the recordkeeping system.</li> <li>Verify retirement plan distributions of various types, ensuring information is accurate and complete.</li> <li>Monitor plan terminations and outstanding distribution forms to support timely processing.</li> <li>Process monthly advisory fees in accordance with established procedures.</li> </ul> <p><strong>Financial Reconciliation &amp; Account Research</strong></p> <ul> <li>Reconcile and research cash accounts and deposits across various retirement plan platforms.</li> <li>Investigate discrepancies and determine appropriate corrective actions.</li> <li>Apply mathematical and accounting knowledge to support accurate financial transactions and reconciliations.</li> <li>Maintain accurate records and documentation related to financial and administrative activities.</li> </ul> <p><strong>Research, Problem-Solving &amp; Operational Support</strong></p> <ul> <li>Serve as a resource for internal inquiries, research requests, and retirement plan administration issues.</li> <li>Analyze operational problems, identify root causes, and recommend or implement appropriate solutions.</li> <li>Collaborate with team members and internal business partners to resolve issues accurately and efficiently.</li> <li>Support special projects, departmental initiatives, and additional tasks as assigned.</li> </ul> <p><strong>Accuracy &amp; Operational Excellence</strong></p> <ul> <li>Maintain a high level of accuracy and attention to detail when processing retirement plan transactions and financial information.</li> <li>Follow established procedures and operational requirements to support consistent, high-quality service.</li> <li>Identify opportunities to improve administrative processes, workflow efficiency, and transaction accuracy.</li> <li>Contribute to a collaborative team environment focused on accountability, continuous improvement, and exceptional service.</li> </ul>
Requirements: <p><strong>Required</strong></p> <ul> <li><strong>High School Diploma or GED equivalent.</strong></li> <li>Proficiency in <strong>Microsoft Excel</strong>.</li> <li>Strong mathematical skills with an understanding of accounting methods and principles.</li> <li>Ability to develop and apply knowledge of retirement plan administration and related processes.</li> <li>Strong analytical and problem-solving skills with the ability to research issues and recommend or implement effective solutions.</li> <li>Excellent attention to detail, organizational skills, and ability to manage multiple priorities.</li> <li>Ability to work effectively in a collaborative team environment.</li> </ul> <p><strong>Preferred</strong></p> <ul> <li>College degree in Business, Accounting, Finance, or a related field.</li> <li>Experience with <strong>Relius Administration</strong> or similar retirement plan recordkeeping systems.</li> <li>Previous experience in <strong>retirement plan distributions, payroll processing, or retirement plan administration</strong>.</li> <li>Experience reconciling financial accounts, deposits, or retirement plan transactions.</li> </ul> <p><strong>Skills &amp; Competencies</strong></p> <ul> <li>Retirement plan administration and transaction processing</li> <li>Financial reconciliation and account research</li> <li>Microsoft Excel proficiency</li> <li>Mathematical and accounting aptitude</li> <li>Analytical thinking and problem-solving</li> <li>Strong attention to detail and accuracy</li> <li>Organization and time management</li> <li>Research and issue resolution</li> <li>Collaboration and teamwork</li> <li>Continuous improvement mindset</li> </ul> <p><strong>Additional Information</strong></p> <ul> <li>Normal office environment.</li> <li>Collaborative, team-oriented work environment.</li> </ul>