Job Description
POSITION SUMMARY: The Operations Administrator helps coordinate all daily form processing to ensure 100% compliance with state partners. Prepare and input all enrollment forms, additional contributions, along with other forms for our 529 programs.
ESSENTIAL FUNCTIONS:
- Assist with the opening and processing of daily mail to ensure 100% compliance with state partners.
- Prepare and input all enrollment forms and additional contributions for our 529 programs with 99% accuracy.
- Process and balance all transactions for end of day business.
- Follow up with Call Center on incomplete account paperwork.
- Print welcome letters and other morning reports for mailing.
- Process daily checkbook and accounting entries in various bank software programs.
- Verify multiple types of forms to ensure accuracy.
- Scan and index various document types.
- Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
- Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
- Regular and reliable attendance is an essential function of this position.
- Perform other job-related duties or special projects as assigned.
QUALIFICATIONS:
- Strong input accuracy skills –applicant is required to achieve a minimum score of a 90% with minimum keystrokes of 8500 on the Union Bank data input test to be considered.
- Database and operations experience preferred.
- Knowledge of spreadsheet, word processing, & database management software.
PREFERRED TALENTS:
- Effective communicator
- Self-starter
- Accurate and detailed
- Organized
- Independent
- Deadline driven
WORKING ENVIRONMENT:
- Sedentary work – may occasionally involve lifting or carrying up to 20 pounds.
- Indoor work – not exposed to outdoor elements or hazards
HOURS: FT40, Monday-Friday: 8:30am - 5:00pm
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled
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