Operations Specialist-Retirement
Company: Disability Solutions
Location: New York
Posted on: October 16, 2024
Job Description:
Together we fight for everyone's opportunity for a better
financial future. We will do this together - with customers,
partners and colleagues. We will fight for others, not against: We
will stand up for and champion everyone's access to opportunities.
The status quo is not good enough ... we believe every individual
and every community deserves access to financial opportunities. We
are determined to support both individuals and communities in
reaching a better financial future. We know that reaching this
future depends on our actions today.Like our Purpose Statement,
Voya believes in being bold and committed to action. We are
committed to a work environment where the differences that we are
born with - and those we acquire throughout our lives - are
understood, valued and intentionally pursued. We believe that our
employees own our culture and have a responsibility to foster an
environment where we all feel comfortable bringing our whole selves
to work. Purposefully bringing our differences together to
positively influence our culture, serve our clients and enrich our
communities is essential to our vision. Are you ready to join a
company with a strong purpose and a winning culture? Start your
Voyage - Apply Now Get to Know the Opportunity: Please Note: This
position has been designated as a hybrid-office/home role. You will
report 5 days in-office during the first 6 months. Your
hybrid-office/home schedule will be finalized with your manager. O
ur is office located at 22 Cortlandt Street, New York, NY Reviews
and processes form related requests from Plan participants with
day-to-day processing for distribution of retirement accounts.The
Contributions You'll Make:
- Reviews and processes form related requests from Plan
participants. Distributions day to day processing to include:
- Full and partial withdrawals
- Installment payments
- Hardship withdrawals
- QDRO/CEDO withdrawals
- Issuing 1099Rs
- Processes transactions related to operations' functions.
- Reconciles and verifies accuracy of information.
- Refers incoming information to other staff members as
appropriate.
- Provides customer service to clients.
- Answers and resolves customer complaints and questions in an
efficient and friendly manner.
- Communicates problems to associates in other areas. Follows up
to ensure issues are resolved and communicated to customers in a
timely manner.
- Monitors accounts and reports for accuracy.
- Communicates status of transactions to clients.
- Other duties as assigned.Minimum Knowledge & Experience:
- High school diploma or equivalent.
- FINRA Series 6 and 63 required.
- 3-5 years insurance industry customer service experience
- Demonstrated attention to detail.
- Strong verbal and written communications skills. Preferred
Knowledge & Experience:
- College degree preferred. #LI-TB1 Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means
comparable pay for comparable roles and responsibilities. The below
annual base salary range reflects the expected hiring range(s) for
this position in the location(s) listed. In addition to base
salary, Voya offers incentive opportunities (i.e., annual cash
incentives, sales incentives, and/or long-term incentives) based on
the role to reward the achievement of annual performance
objectives. Please note that this salary information is solely for
candidates hired to perform work within one of these locations, and
refers to the amount Voya Financial is willing to pay at the time
of this posting. Actual compensation offered may vary from the
posted salary range based upon the candidate's geographic location,
work experience, education, licensure requirements and/or skill
level and will be finalized at the time of offer. Salaries for
part-time roles will be prorated based upon the agreed upon number
of hours to be regularly worked. $51,220 - $64,030 USDBe Well. Stay
Well. Voya provides the resources that can make a difference in
your lives. To us, this means thriving physically, financially,
socially and emotionally. Voya benefits are designed to help you do
just that. That's why we offer an array of plans, programs, tools
and resources with one goal in mind: To help you and your family be
well and stay well.What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan - with generous company matching
contributions (up to 6%)
- Voya Retirement Plan - employer paid cash balance retirement
plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off - including 20 days paid time off, nine paid
company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time - 40 hours per calendar yearLearn more
about Critical Skills At Voya, we have identified the following
critical skills which are key to success in our culture:
- Customer Focused: Passionate drive to delight our customers and
offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and
problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and
execute on our common goals.
- Business Acumen: Appreciation and understanding of the
financial services industry in order to make sound business
decisions.
- Learning Agility: Openness to new ways of thinking and
acquiring new skills to retain a competitive advantage. Learn more
about Equal Employment Opportunity Voya Financial is an
equal-opportunity employer. Voya Financial provides equal
opportunity to qualified individuals regardless of race, color,
sex, national origin, citizenship status, religion, age,
disability, veteran status, creed, marital status, sexual
orientation, gender identity, genetic information, or any other
status protected by state or local law. Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As
part of this commitment, Voya will ensure that persons with
disabilities are provided reasonable accommodations. If reasonable
accommodation is needed to participate in the job application or
interview process, to perform essential job functions, and/or to
receive other benefits and privileges of employment, please
reference .
Keywords: Disability Solutions, Middletown , Operations Specialist-Retirement, Other , New York, Connecticut
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