Mutual of America Financial Group
Associate Operations Specialist
Mutual of America Financial Group, Phoenix, Arizona, United States, 85003
Mutual of America Financial Group
Job Title:
Associate Operations Specialist
Location:
Phoenix, AZ (Hybrid)
Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary: This team will provide, and coordinate participant related administrative services previously delivered by Client Relationship Managers (CRMs). The primary responsibility is to provide support by fulfilling participant-level transactions/requests initiated by participant calls. Representatives will be knowledgeable and able to assist with requests received via phone by the Contact Center, including our 800 Line. Requests will be delivered to this team via Salesforce workflow allowing for potential lower talk times and ultimately reduced call wait times for the Contact Center. In addition, this team will be transaction focused, allowing for more timely processing with increased accuracy.
Responsibilities:
The team will serve as support for the requests initiated by participant calls and inquiries
Day-to-day responsibilities include processing participant level transactions/requests such as:
Document reprints
Assistance with account and transaction reviews
Processing non-financial transactions related to participant inquiries
Responding to participant requests for information
Provide support for Withdrawal Processing and Beneficiary Claims
Maintaining associated Salesforce records and initiating Salesforce cases for the specific tasks to the appropriate department(s)
Proactively support fraud reduction efforts by contacting participants who facilitated large distributions to confirm transaction validity
Coordinate efforts with the Anti-Fraud Unit to ensure accounts are protected against fraudulent distributions request
Review documentation and plan provisions related to Loan and Withdrawal requests submitted by participants in plans utilizing our Aggregation and Monitoring Services
Special projects as needed
Required Qualifications:
Excellent business writing, presentation, and phone skills
Ability to handle pressure, prioritize, and multitask during a business day
Ability to work flexible hours
Active FINRA SIE and Series 6, or must be obtained within the first 180 days of employment
Preferred Qualifications:
Former experience processing claims or working in banking/financial service processing departments
Former transactional experience, particularly in client/individual services
What we offer you:
Competitive base salary
Annual Bonus
Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment.
401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
Parental Leave: 8 weeks fully paid.
Paid time off: 20 days plus two floating personal holidays
The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $40,200 - $60,300
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Job Title:
Associate Operations Specialist
Location:
Phoenix, AZ (Hybrid)
Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary: This team will provide, and coordinate participant related administrative services previously delivered by Client Relationship Managers (CRMs). The primary responsibility is to provide support by fulfilling participant-level transactions/requests initiated by participant calls. Representatives will be knowledgeable and able to assist with requests received via phone by the Contact Center, including our 800 Line. Requests will be delivered to this team via Salesforce workflow allowing for potential lower talk times and ultimately reduced call wait times for the Contact Center. In addition, this team will be transaction focused, allowing for more timely processing with increased accuracy.
Responsibilities:
The team will serve as support for the requests initiated by participant calls and inquiries
Day-to-day responsibilities include processing participant level transactions/requests such as:
Document reprints
Assistance with account and transaction reviews
Processing non-financial transactions related to participant inquiries
Responding to participant requests for information
Provide support for Withdrawal Processing and Beneficiary Claims
Maintaining associated Salesforce records and initiating Salesforce cases for the specific tasks to the appropriate department(s)
Proactively support fraud reduction efforts by contacting participants who facilitated large distributions to confirm transaction validity
Coordinate efforts with the Anti-Fraud Unit to ensure accounts are protected against fraudulent distributions request
Review documentation and plan provisions related to Loan and Withdrawal requests submitted by participants in plans utilizing our Aggregation and Monitoring Services
Special projects as needed
Required Qualifications:
Excellent business writing, presentation, and phone skills
Ability to handle pressure, prioritize, and multitask during a business day
Ability to work flexible hours
Active FINRA SIE and Series 6, or must be obtained within the first 180 days of employment
Preferred Qualifications:
Former experience processing claims or working in banking/financial service processing departments
Former transactional experience, particularly in client/individual services
What we offer you:
Competitive base salary
Annual Bonus
Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment.
401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
Parental Leave: 8 weeks fully paid.
Paid time off: 20 days plus two floating personal holidays
The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $40,200 - $60,300
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr