Operations Analyst I

Employee Fiduciary, LLC; Mobile (AL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision coverage

Group life insurance

Company benefits

401(k) plan

Dependent Care Account

Flexible Spending Account

Job summary

Employee Fiduciary LLC, a fast-growing leader in providing affordable, transparent 401(k) plans, seeks an Operations Analyst I in Mobile, AL. The role supports annual contributions, fund transfers, and member inquiries, reporting to the Operations Manager.

Great training provided and eligible for standard company benefits including PTO, health coverage, life insurance, and a 401(k) plan. Based in Mobile, this position offers a path to a career in the 401(k) industry with opportunities to learn

Qualifications

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

Responsibilities

• Process work order requests made by Administrators.
• Learn and maintain a working knowledge of 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

Analytical skills

Problem solving

MS Office

Department processes

Interpersonal skills

Multitasking

Prioritization

Organizational skills

English communication

Team collaboration

Communication under pressure

Education

Business/Accounting/Finance degree preferred

Tools

Relius or similar software

Job description

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.