Retirement Plan Processor – Night Trading & Growth Path

Community Bank, N.A.; City of Utica (NY); On-site; USD 2,617,000 - 3,527,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision insurance

Dental insurance

401K with generous match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) through its Community Bank, N.A. division seeks a processor for retirement plan transactions in the OMNI system.

The role handles contributions, enrollments, distributions/loans, and nightly trading, ensuring timely, accurate processing and regulatory compliance. The ideal candidate will have an associate degree in Accounting, at least 1 year of accounting/office experience, and strong organizational and communication skills.

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.

Responsibilities

• 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.

Skills

Attention to detail

Highly organized

Written and verbal communication

Microsoft Word

Microsoft Excel

Education

Associate degree in Accounting

Job description

Community Financial System, Inc. (CFSI) through its Community Bank, N.A. division seeks a processor for retirement plan transactions in the OMNI system.

The role handles contributions, enrollments, distributions/loans, and nightly trading, ensuring timely, accurate processing and regulatory compliance. The ideal candidate will have an associate degree in Accounting, at least 1 year of accounting/office experience, and strong organizational and communication skills.