Omni Operator

Community Financial System, Inc.; City of Utica (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. in Upstate New York is seeking a specialist to process retirement plan transactions in the OMNI system, perform nightly trading, and ensure timely processing.

The role requires a two-year accounting degree and at least one year of related experience with strong organizational and communication skills. You will rotate through contributions, enrollments, distributions, and other OMNI processing duties while maintaining compliance with applicable laws and internal

Qualifications

• Two-year degree in Accounting or related field.
• Minimum of 1 year Accounting, Payroll, or applicable office experience.
• Highly organized with attention to detail.
• Well-developed written and oral communication skills.
• Ability to prioritize work assignments and multitask.
• Proficient with Microsoft Word and Excel.
• All applicants must be 18 years of age or older.

Responsibilities

• Create and review retirement plan transactions in the OMNI recordkeeping system.
• Troubleshoot transaction rejects.
• Review trial postings of transactions prepared by other OMNI processors.
• Rotate through contributions, enrollments, distributions/loans, dividend posting, trust accounting.
• Nightly Trading.
• Ensure timely processing of transactions.
• Complete ASPPA Retirement Plan Fundamentals (RPR) courses.
• Assist with operational projects as deemed by supervisor/manager.
• Maintain compliance with laws and internal controls.

Skills

Attention to detail

Organization

Multitasking

Written and verbal communication

Education

Two-year accounting degree

Tools

Microsoft Word

Excel

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for processing various transactions for retirement plans, including trading responsibilities.

Essential Duties

• Create and review various retirement plan transactions in the OMNI recordkeeping system
• Troubleshoot transaction rejects
• Review trial postings of transactions prepared by other OMNI processors
• Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)
• Nightly Trading
• Ensure timely processing of transactions
• Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)
• Assist with various operational projects as deemed necessary by supervisor/manager
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties

• As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Qualifications

• Two year degree in Accounting or related field required
• Minimum of 1 year Accounting, Payroll, or applicable office experience
• Ability to be highly organized and show an attention to detail
• Well-developed written and oral communication skills
• Ability to prioritize work assignments and multitask
• Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
• All applicants must be 18 years of age or older

Other Job Information

Hours: M-F 8:30-5:00 Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including:

• 11 paid holidays
• paid vacation
• Medical
• Vision & Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts
• the list goes on!

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard