Job Description

POSITION SUMMARY: The College Savings Operations Officer will serve as a point of contact for the standard procedures and daily duties of the CSP Operations area. Ability to look at processes/procedures with a critical/analytical eye and make high pressure decisions. This position will serve as support/backup to high level duties throughout the Operations area.

ESSENTIAL FUNCTIONS:

• Process trade corrections and letters of indemnity including collection for losses.
• Responsible for the high dollar transaction verification.
• Process and monitor aggregation of accounts for continued plan compliance with Plan Trust and Internal Revenue Code 529 requirements.
• Assist with pulling data, reports and documents for internal and external audit purposes.
• Generate and review various monthly/quarterly department reconciliation worksheets for the bank’s monthly RCP review.
• Assist as needed entries of daily work totals to various omnibus accounting software.
• Serve as back-up to the CSP officers duties which include, but are not limited to, NSCC set up and processing, DST FanMail coordination, Morningstar reporting, commissions processing/reporting, rebalancing of CSP assets in trust accounting system, and write off reporting.
• Obtain the knowledge and ability to assist all CSP Operations staff when needed.
• Maintain Workflow system. Gain knowledge of system capabilities and implement enhanced features as needed to create/maintain a smooth, efficient workflow process.
• Maintain system and process monthly credit card rewards amounts. Transfer rewards on a quarterly basis to the designated 529 account.
• 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.
• Performs other job related duties or special projects as assigned.

QUALIFICATIONS:

• Bachelor’s degree in a related field or equivalent experience preferred.
• Four years of operations, college savings plan experience preferred.
• Strong working knowledge of 529 college savings plan products and rules required.
• Proficient in Microsoft Office and in working with other financial software.

PREFERRED TALENTS:

• Self-directed and takes initiative
• Strong decision making skills
• Accurate and detailed
• Effective communicator- both verbal and written
• Organized, deadline driven and time efficient
• Independent with good judgment
• Analytical and problem solver

WORKING ENVIRONMENT:

• Sedentary work, occasional lifting and/or carrying up to 20 pounds.
• Indoor work not exposed to outdoor elements or hazards.

HOURS: Full Time, Hours Vary.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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