Operations Associate (Data Collection -Broker)

Ascensus; Pennsylvania; Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Operations Associate for a remote position focused on data collection for broker-facing operations. This role is pivotal in ensuring the accuracy and efficiency of employee benefit administration functions. You will engage with brokers and plan sponsors, review critical data, and maintain strong professional relationships. If you have a keen eye for detail and a knack for effective communication, this opportunity offers a chance to make a significant impact in a dynamic environment. Join a team that values integrity and excellence in service delivery.

Qualifications

• Strong self-management and adherence to best practices.
• Professional communication with vendors and staff.

Responsibilities

• Review incoming plan sponsor data and respond to brokers promptly.
• Perform due diligence checks and manage data discrepancies.

Skills

Data Collection

Professional Communication

Self-management

Attention to Detail

Education

Bachelor's Degree

Job description

The job description is somewhat cluttered with inconsistent formatting and some grammatical issues. It also contains irrelevant information about employment fraud that could be omitted for clarity. Here is a refined version:

Operations Associate (Data Collection - Broker)

Locations: Remote, Pennsylvania

Type: Full-time

Posted: 2 Days Ago

Requisition ID: R0018926

Division: Data Collections - Broker Facing

This role involves exercising discretion and independent judgment over tasks related to data collection for broker-facing operations. It is crucial due to the importance of employee benefit administration functions performed by Wrangle for its clients. The position requires professional communication and relationships with vendors and Wrangle staff.

Responsibilities:

1. Review incoming plan sponsor data from brokers and plan sponsors, understanding the broker, plan sponsor, and ERISA plans.
2. Respond to emails from brokers within four hours of receipt.
3. Provide brokers and/or plan sponsors with access to Wrangle's database for data input and status updates.
4. Review and respond to incoming plan sponsor data, aiming for same-day responses, including comparing with previous year's data.
5. Ask specific questions about data discrepancies or gaps.
6. Perform due diligence checks on new plan sponsors and 5500 filings.
7. Ensure regular auto reports are sent out appropriately.
8. Handle tasks such as ticking and One Year DFVCs, and manage placeholder lists.
9. Support consultants, 5500 specialists, and data collection activities as directed by the office manager.
10. Perform other duties as assigned.

This position requires strong self-management, adherence to best practices, timely email responses, and accurate data review. Be cautious of employment fraud; all official communications originate from @ascensus.com or @futureplan.com. We never ask for payments or equipment purchases. Verify job postings through our official website if in doubt.