Hiring Operations Associate/ Financial Associate For 401K

JOB DESCRIPTION

Position Title: Operations Associate (5500 Process Support)

Department: Wrangle

Position Summary 5500 Process support position requires a professional relationship and professional communication primarily with Wrangle staff and has significant importance due to the critical nature of the employee benefit administration function performed by the Wrangle team for its clients.

Job Functions, Essential Duties and Responsibilities

• 5500 process support involves a variety of responsibilities including knowledge of the Form 5500, as well as the ability to pull data from multiple sources to assist and support the entire Form 5500 process.
• Assists with reviewing and finalizing submitted Plan Sponsor Data in the 5500 TED Dashboard.
• Assists with due diligence and new file reviews as requested.
• Reviews and upload schedule as needed into the 5500 TED Dashboard and review schedule as received through schedule a moderation.
• Prepares the Form 5500 as needed, including self-review, creating the snapshot and validating, and generating the Summary Annual Report including on-time, amended and DFVC 5500s.
• Makes necessary updates on files sent back for updates/corrections.
• Checks with the Representative to ensure updates in accordance with the Form 5500 Instructions are made.
• Assists with peer 5500 reviews as needed to facilitate the flow of prepared 5500s.
• Assists with e-filing daily as needed.
• Assists with preparing Form 5558 Extensions as needed.
• Assists and supports Representatives, 5500 Specialists and Data Collections as necessary and as directed by management to optimize the Wrangle team process.
• Assists with training associates in various tasks and duties regarding the 5500 process.
• Manages multiple tasks effectively by balancing high productivity with excellent service quality
• Adheres to all Wrangle and Ascensus standard operating procedures and controls
• Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy
• Self-management in terms of following Wrangler Best Practices Form 5500 Timeline, responding to emails in a timely manner and ensuring that all data is received and entered in accurately is critical to success.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Core Values of People Matter, Quality First and Integrity Always are visible in actions on a day-to-day basis showing support of our organizational culture.

Experience, Skills, Knowledge Requirements

• Bachelor's degree or related work experience
• Working knowledge of Microsoft Word, Excel and Outlook