Operations Associate

Boulder, CO

Full Time

Retirement

Mid Level

Jocelyn Pension Consulting, a Strongpoint Partner, is seeking a highly motivated and ambitious Operations Associate who will work closely with our operations and participant/client support teams. This is a great opportunity for a motivated candidate who wants to learn and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

**This is a hybrid opportunity in our Boulder, CO office.**

Role & Responsibilities:

Processing and monitoring of daily incoming and outgoing trade files from Custodian.
Reviewing daily payroll uploads from Plan sponsors, and processing corresponding ACH transactions.
Assist Plan Sponsors with payroll questions, file upload issues, and creating new pay schedules.
Preparing cash reconciliation daily and perform asset reconciliation monthly
Manage annual employer contributions and trade corrections related to annual compliance work.
Monitor payroll email and phone calls and respond to all 401(k) plan sponsor support questions
Set up new Plans in recordkeeping systems and participate in payroll trainings
Maintain and update CRM with internal payroll schedules, on off payroll projects, and client contact changes.
Be able to creatively solve problems and overcome challenges in a variety of different scenarios

Requirements:

Excellent verbal, written, analytical, organizational skills and keen attention to detail
Strong math and / or accounting skills
Strong initiative, integrity, self motivation, and results orientation
Experience working with high-level, busy professionals
Spanish-speaking a plus but not required
Proactive problem solver
Retirement Plan experience, specifically 401(k) plans, preferred but not required
Sungard Relius and / or Schwab RT experience preferred
Strong MS Office experience, especially Excel and Word
College degree

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