Operations Analyst I

Job Type

Full-time

Description

Employee Fiduciary LLC is a fast-growing leader in providing affordable, transparent, and expertly managed 401(k) plans. Recognized by Forbes and Money magazine, we pride ourselves on exceptional service and innovative solutions.

We are currently seeking an Operations Analyst I for our Operations department. Our Operations department is responsible for processing annual contributions, fund transfers, payroll/source/trading corrections, answering participants/plan sponsors questions, etc. This position is based out of our Mobile, AL headquarters and reports to the Operations Manager.  

This position is an excellent opportunity to begin a career in the 401(k) industry.  In addition to full training being provided, this position is eligible to participate in the Company’s standard benefit plans, including:

• Generous paid time off benefits
• Medical, dental, and vision coverage
• Group life insurance
• Company paid short and long term benefits
• 401(k) plan
• Dependent Care Account (DCA)
• Flexible Spending Account (FSA)
• And more!

Requirements

Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).

• Process work order requests made by Administrators.
• Learn and maintain a working knowledge of our EF Operations procedures.
• Review and update the status of all assigned daily work requests.
• Send follow up emails on pending requests as well as enter notes for work requests that may have issues or are overdue.

Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).

• Analytical and problem-solving skills are required to be a qualified candidate.
• A working knowledge of Microsoft Office software.
• An expert understanding of department processes, procedures, and standards.
• Ability to interact cordially and productively with all company employees.
• Ability to handle multiple tasks effectively.
• Ability to work under pressure and to prioritize.
• Excellent organizational skills.
• Ability to use general office equipment including computer keyboard by touch, voice mail system, copy machine, and printers.
• Ability to proficiently read, write and communicate clearly in English.
• Ability to maintain an effective working relationship with, and among employees.
• Effective communications skills with ability to handle difficult people or situations.

Experience and Education Requirements:

General business, accounting or finance degree preferred. Five years related work experience and accounting classes may be substituted for degree. Prior experience with Relius or similar software is a plus.