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Operations Specialist


in West Harrison NY

Job Summary:       The Operations Specialist will work in Pentegra’s Defined Contribution Department and will be responsible for data scrubbing and posting payroll transactions and disbursement transactions and tax reporting for defined contribution accounts.  This individual will utilize Pentegra’s recordkeeping system, Payroll Center, SchARP and workflow system to process and monitor transactions in accordance with defined service standards as well as reconcile transaction files processed.    


  • Prepare and process error-free transactions and payroll files accurately and in a timely manner,  according to internal timelines and procedures
  • Process total distributions, partial distributions and loans in accordance with plan   provisions, participant instruction and IRS guidelines
  • Visually compares system output and control totals and approves for posting
  • Maintain and update data as needed and reconcile reports as required
  • Research and resolve client payroll issues
  • Monitor processing dashboard on a daily basis
  • Interact with internal clients, as well as teammates, on the telephone, in written        correspondence and in person in a professional and accurate manner
  • Utilize the operational platforms specific to the job role
  • Adhere to company service standards   
  • Participate in team projects
  • Enroll and participate in training and education classes as required
  • Fulfill job related tasks as required by Manager


  • BA/BS degree in Accounting, Finance or business related field required
  • Microsoft Office – Excel, Word, Outlook
  • 2 or more years of experience processing qualified plan distributions preferred
  • Strong customer service skills

Must be detail oriented and able to complete the workload in an accurate and timely manner

How to Apply

Please submit resume with salary requirements to

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This ad has been viewed 1009 times. It expires on 11/1/2017.

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