Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Plan Administration Manager

FranFund
(Fort Worth TX)

FranFund logo

Client Relationship Manager

Wespath Benefits and Investments
(Remote / Glenview IL)

Wespath Benefits and Investments logo

Senior Consultant

Pentegra
(Remote / Putnam Valley NY)

Pentegra logo

Director of Member Services, Member/ Employer Experience

Orange County Employees Retirement System
(Santa Ana CA)

Orange County Employees Retirement System logo

Retirement Plan Administrator

Carpenter Morse Group Inc.
(Remote)

Carpenter Morse Group Inc. logo

401(k) Plan Administrator

Abacus Retirement Solutions, LLC
(Remote / Albuquerque NM)

Abacus Retirement Solutions, LLC logo

Sr. Retirement Plan Administrator

Tycor Benefit Administrators, Inc.
(PA)

Tycor Benefit Administrators, Inc. logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote)

Nicholas Pension Consultants logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Operations Specialist

Pentegra

in Remote / West Harrison NY

Logo for Pentegra

We will consider remote for experienced candidates.  Our preference is to have someone in White Plains, NY office.

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.    

Responsibilities:

  • 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

Requirements: 

  • BA/BS degree in Accounting, Finance or business related field required
  • 1 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 your resume to HR@pentegra.com with salary requirements.  


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.