Magazine Keeper Job Description Sample
Editorial Fellow, Sierra Magazine (Jan-June 2019)
Job Title: Editorial Fellow, Sierra Magazine
Reports to: Managing Editor
Duration: 28 hours per week for 6 months
Context: Assist in the process of selecting and preparing stories for publication and support the overall production of the magazine, with an emphasis on writing and reporting, fact-checking, research, and story cultivation.
Scope: The Sierra Editorial Fellow is an early career journalist looking for real world experience in the day-to-day world of magazine publishing. Fellows get an overview in all aspects of acquiring content for and producing a national environmental and news magazine, including writing and reporting stories both for print and online, fact-checking and proofreading articles prior to publication, and developing their own new story ideas and leads.
1.Write weekly articles and dispatches for the magazine's online edition .
2.Write short articles and news dispatches for the magazine's print edition .
3.Fact-check articles for the magazine.
4.Carry out short- and long-term research or writing projects as needed.
5.Attend weekly editorial meetings.
6.Participate in writing workshops to improve craft.
7.Cultivate and expand social media reach and maintain strategies for building new audiences.
8.Miscellaneous editorial office duties, as needed.
Knowledge & Skills:
Bachelor's degree or equivalent experience
Strong writing, research, and editing skills.
Awareness of and interest in environmental issues.
Ability to multitask and work under deadlines.
Familiarity with Sierra print / online content and tone.
Self-starter who can take the lead on story ideas, assignments, and research.
Published clips and/or experience working at publication (campus or general circulation) a plus.
Sierra Club is a 501(c)(4) non-profit organization. Sierra Club employees are not eligible to participate in the Federal Public Service Loan Forgiveness (PSLF) Program. Sierra Club does not sponsor H1B visas.
The Sierra Club is an equal opportunity employer committed to workforce diversity.
Explore, enjoy and protect the planet.
- If you are applying for more than one position with us, please attach your job-specific cover letters in the 'Attachments' section.
Operations & Finance Manager, Sierra Magazine
Job Title: Operations & Finance Manager, SIERRA Magazine
Reports To: Managing Editor, SIERRA magazine
Context: Develops, analyses, and reports on income projections, budgets, expenses, contracts, and cost-impact of assigned business plans for SIERRA magazine. Establishes and maintains financial models and reporting, control and analysis systems, and policies and procedures in coordination with the organization-wide Finance and Operations Departments.
Scope: The Operations & Finance Manager prepares and negotiates contracts, prepares annual operating budgets and quarterly forecasts for business functions relating to SIERRA magazine, working closely with staff and consultants for each area of the magazine's operations: editorial, advertising, and circulation. Duties include developing, monitoring/tracking, and analyzing/evaluating forecasts and budgets regularly including monthly financial closes, recording expense accruals, prepaid expenses, and misc. corrections. The Manager also has specific responsibilities that relate to the distribution and circulation of SIERRA magazine. The Manager maintains a close working relationship with the Finance Department, Deputy Chief Operating Officer, Production Manager for SIERRA, and provides financial analysis to the Managing Editor, Editor-in-Chief, and Director of Business Partnerships. The Manager evaluates, analyses, reports, and forecasts on revenues and expenses for the magazine's publishing operations, and develops systems and models to analyze and measure financial performance for magazine activities to identify and evaluate new revenue and/or cost savings opportunities.
Collects information to consolidate into and develop the annual income and expense budgets for SIERRA magazine, as well as membership-based, bi-monthly SIERRA print-run forecasts (circulation). Develops the annual budget, including analyzing and planning by account, month, and cost center; preparing all budget documents and charts; and delivering to the Finance Department. Owns the quarterly forecast and budget versus actual performance processes for SIERRA including preparing variance schedules, tracking reasoning, and delivering reports to the Finance department and senior staff.
Manages the monthly close, working with stakeholders to identify needed expense accrual entries and prepaid entries, as well as coding corrections. Produces reconciliation journals for postage and paper usage; coordinates grant page revenue recognition with Operations; prepares newsstand financials for Accounting; checks preliminary and final financials for accuracy.
Prepares analytic reports to help measure program and financial performance and to identify changes/ enhancements to reports and procedures related to such reports.
Contributes to regular reviews and analysis of operating results, prepares status reports on income/expense, and assists in fulfilling the informational requirements of auditors and the staff.
Works with Director of Membership Retention and the Production Manager to align SIERRA print runs with renewals and membership projections on a per-issue basis.
Establishes financial systems and controls for all programs within the editorial and business unit of SIERRA. Develops reports to monitor editorial and production expenses, as well as advertising revenue, and expense, on an issue by issue, quarterly and annual basis.
Works with SIERRA staff and outside vendors to ensure, according to industry standards and Club guidelines, the timely and accurate distribution/fulfillment of SIERRA magazine to both paid and un-paid subscribers, non-member subscribers, advertisers, and others. Ensures that all external magazine industry reporting and auditing standards and requirements are met accurately and timely.
Works with Production Manager to meet the information requirements of auditors and other regulatory agents including the SIERRA ABC/AAM audit and USPS postal filings (annual Statement of Ownership).
Works with Production Manager to determine the postal ad/edit ratio and preparation of the print order for each issue, managing the magazine production cost model (including pre-press, press, freight, storage, etc.), and the postage model which is used for tracking, analysis, forecasting, and budgeting.
Works with Advertising Unit to manage the ad revenue model. Ensures the billing and collection of SIERRA ad revenue and administration of the Admate system. Responsible for managing receivable and collection efforts. Takes appropriate steps to minimize overdue accounts, and works with accounts that are overdue to collect payments. Coordinates with Accounting for write-offs and with Collection Agency for recovery.
Works with SIERRA's editors to ensure the proper tracking, reconciliation and payment of Editorial & Art Permissions. Ensures receipt of grant funding allocations for eligible editorial expenses.
Serves as the finance representative in vendor contract evaluation and negotiation, including preparation of financials and advising risks vs. opportunities. Coordinates all contracts for SIERRA services, tracking multiple editorial contracts per week, and tracking contracts to each issue's budget allocation, from contracting to payment.
Coordinates the day-to-day operations of the editorial and advertising department teams. Oversees staff expense and time reporting, and assists staff with systems usage and adherence to all operating policies and procedures.
Completes ongoing research and offers creative advice to Senior Staff on new and improved practices for increasing efficiency and the financial success of programs. Prepares reports to monitor and evaluate effectiveness of various existing or new programs. Stays abreast of best practices in magazine production, advertising, and editorial accounting.
Undertakes special projects/miscellaneous duties as needed. Generates and distributes systems reports to program managers, staff and vendors, as needed.
Knowledge & Skills:
B.A. degree in Business, Finance, or Accounting or equivalent combination of education and experience.
3-5 years of prior experience performing financial analysis, budgeting, and forecasting for similar types of operations, including like-sized nonprofit organizations, publications, and/or media production.
Extensive knowledge of database systems and applications for budget, tracking, and reporting. Ability to act as an expert user and also communicate effectively with Information System programmers and analysts.
Excellent statistical and analytical skills. Ability to clearly communicate complex financial and performance data.
Excellent written and verbal communications skills.
Demonstrated organizational skills, and open to change—flexible in supporting new ideas and initiatives.
Ability to maintain strict confidentiality with respect to confidential data.
Ability to effectively interact with others, gain cooperation across departments, contribute to business decisions, and play a leadership role in assigned areas of operations.
This position is represented by a collective bargaining unit and is subject to the terms and conditions of the contract between Sierra Club and Sierra Employee Alliance.
The Sierra Club offers competitive salary package commensurate with skills and experience plus excellent benefits that include medical, dental, and vision coverage, and a retirement savings 401(k) plan.
This is a category 5 exempt position.
Sierra Club is a 501(c)(4) non-profit organization. Sierra Club employees are not eligible to participate in the Federal Public Service Loan Forgiveness (PSLF) Program. Sierra Club does not sponsor H1B visas.
The Sierra Club is an equal opportunity employer committed to workforce diversity.
Explore, enjoy and protect the planet.
- If you are applying for more than one position with us, please attach your job-specific cover letters in the 'Attachments' section
Book Keeper & Collections
Who We Are:
JOOR is wholesale's leading digital marketplace and data exchange, connecting the world's best brands and top retailers for faster, easier, and smarter business. The only platform serving the needs of both buyers and sellers, there are more than 8,600 brands and 190,000 retail locations on JOOR. Brands and retailers with a Full Access subscription to JOOR rid themselves of manual processes and grow their businesses through more efficient and impactful exchange of product data, order processing, assortment planning, and real-time analytics. JOOR is headquartered in New York City and has offices in London, Los Angeles, Madrid, Melbourne, Milan, Paris and Philadelphia.
We are a team of wholesale industry experts and technologists passionate about transforming the wholesale industry through disruptive products and services. Join us!
We welcomed an exciting new CEO and management team
We are building software that is transforming an industry
Our industry-leading technology won an American Business (Stevie) Award
We are global and rapidly growing
We are one of the most diverse and inclusive tech companies
What You'll Do:
Work under the supervision of the Assistant Controller.
Prepare customer bills and invoices as closed via Salesforce order management system
Lead collection efforts to verify status of delinquent accounts and solicit payments on overdue accounts
Post customer payments by recording cash collections
Post accounts payable activities to ensure accuracy and timeliness of invoice creation entry; monitor accounts to ensure payments are up to date; prepare and perform check runs
Perform monthly bank reconciliations
Regularly maintain detailed reconciliations of all balance sheet accounts
Assist with the month-end close process and any ad hoc reporting.
What We're Looking For:
Quickbooks experience a must
3+ years collections & bookkeeping experience at a startup or mid-size company; B2B collections a plus
Bachelor's degree in Accounting or Finance preferred
Full understanding and experience with the fundamentals of bookkeeping and reconciliations
Strong time-management skills, ability to handle multiple projects simultaneously in a fast-paced environment
Attention to detail, thoroughness, highly organized
Excellent communication and interpersonal skills
Salesforce order management a plus
Basic Excel skills
Familiarity with how a SaaS business operates
What We Offer:
Access to Market Weeks to see the product in action
Collaborate with our teams in NY, LA, London, Madrid, Melbourne, Milan, Paris and Philadelphia.
Need a break? Flexible "My Time" policy - We want you at your best!
Medical, Dental, Vision, Commuter and 401k plans
Regular social events, including happy hours, lunch & learns, company off-sites, Meetups and speaker series
Transparency into the state of our business via monthly all-hands meetings, showcasing the company's performance in relation to revenue and growth
Do you aim high? Are you genuinely helpful? Are you looking for a place where you can make a difference, receive ongoing support and training, and build a rewarding, long-lasting career? Then you may be a good fit for FirstService Residential, North America's foremost property management firm. We're all about our associates, and as we continue to grow, we're looking for even more quality people who share our dedication to doing what's right, improving residents' quality of life, building great relationships and truly making a difference for their clients, their colleagues and themselves. Is that you? If so, we think you should get to know us.
The Groundskeeper is responsible for maintaining the overall appearance and cleanliness of the building/facility.
Cuts grass, maintains lawn, trims around trees, walkways and markers.
Clears debris and maintains drives and walkways in safe condition.
May be required to assist in the loading and unloading of supplies, equipment and/or merchandise.
Maintains, services, cleans and properly stores equipment.
Ability to properly utilize new equipment and follow safety procedures prior to using this equipment.
OPERATING SKILLS, KNOWLEDGE & ABILITIES:
- Must have experience using hand held tools such as weed cutter, push lawn mower, hedge trimmer, edger, leaf vacuum, blower and others.
- Previous experience preferred. Must comply with OSHA and EPA guidelines concerning storage and use of chemical substances.
Ability to lift 50 lbs following appropriate safety procedures;
Work in an upright standing position for long periods of time;
Climb ladders and work at heights above ground level (maximum 3ft);
Ability to work in different environmental working conditions (e.g. heat, cold, wind, rain);
Walk and climb stairs;
Handle, finger, grasp and feel objects and equipment;
Reach with hands and arms;
Ability to quickly and easily navigate the property/building as required to meet the job functions;
Repeat various motions with the wrists, hands and fingers;
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
Greens Keeper - Golf Course - Miami, AZ
Freeport-McMoRan is a premier U.S.-based natural resources company with headquarters in Phoenix, Arizona. We operate large, long-lived, geographically diverse assets with significant proven and probable reserves of copper, gold and molybdenum. The company has a dynamic portfolio of operating, expansion and growth projects in the copper industry. Freeport-McMoRan is the world's largest publicly traded copper producer, the world's largest producer of molybdenum and a significant gold producer. We have a long and successful history of conducting our business in a safe, highly efficient and socially-responsible manner.
We have the assets, the talent, the drive and the financial strength to provide attractive and rewarding careers for our employees. We encourage you to take some time to explore your career opportunities at Freeport-McMoRan.
Under general supervision, Greens Keeper will work to maintain the Miami Golf Course by performing regular customary activities to retain greens, fairways, tees and overall condition of the Miami Golf Course.
Maintain greens, fairways and tees by performing regular maintenance activities (e.g., mowing, fertilizing, repairing irrigation systems, applying pesticides, etc.), fertilize, irrigate, remove pests and apply pesticides, prune, and arrange the pins and tee markers for tournaments, etc.
Will be responsible for performing general grounds maintenance which may include pruning trees and/or removing debris which may pose safety hazards to patrons
Will be responsible for using manual and/or powered (gas or electric) tools to perform landscaping and greens keeping duties and responsibilities
Perform grounds keeping duties and responsibilities while maintaining an appreciation/awareness for the rules/regulations of golf
Remove worn or damaged turf as needed
Perform other duties as required
Six (6) months of related experience
Have an ability utilize various processes/procedures/techniques to be able to maintain course greens, fairways, and tees
Be knowledgeable in regard to landscaping techniques and process
Be knowledgeable in the safe operation of mobile equipment
High School diploma or GED
The candidate must be aware of the various processes and technical details of taking care of a course
He or she needs to have a passion for landscaping and working with plants to do the job perfectly
Ability to understand and apply verbal and written work and safety-related instructions and procedures given in English
Ability to communicate in English with respect to job assignments, job procedures, and applicable safety standards
Must be able to work in a potentially stressful environment
While performing the duties of this job, the employee is required to stand, sit, demonstrate manual dexterity, climb stairs and ladders, and work on elevated platforms
Occasionally may be required to lift up to fifty (50) pounds during the course of the work day
Personal protective equipment is required when performing work in a mine, outdoor, manufacturing or plant environment, including hard hat, hearing protection, safety glasses, safety footwear, and as needed, respirator, rubber steel-toe boots, protective clothing, gloves and any other protective equipment as required
Freeport-McMoRan promotes a drug/alcohol free work environment through the use of mandatory pre-employment drug testing and on-going random drug testing
Freeport-McMoRan has reviewed the jobs at its various office and operating sites and determined that many of these jobs require employees to perform essential job functions that pose a direct threat to the safety or health of the employees performing these tasks or others. Accordingly, the company has designated the following positions as safety-sensitive:
Site-based positions, or positions which require unescorted access to site-based operational areas, which are held by employees who are required to receive MSHA, OSHA, DOT, HAZWOPER and/or Hazard Recognition Training; or
Positions which are held by employees who operate equipment, machinery or motor vehicles in furtherance of performing the essential functions of their job duties, including operating motor vehicles while on company business or travel (for this purpose "motor vehicles" includes company owned or leased motor vehicles and personal motor vehicles used by employees in furtherance of company business or while on company travel); or
Positions which Freeport-McMoRan has designated as safety sensitive positions in the applicable job or position description and which upon further review continue to be designated as safety-sensitive based on an individualized assessment of the actual duties performed by a specifically identified employee
Equal Opportunity Employer/Protected Veteran/Disability
Primary LocationUnited StatesArizonaMiami Mine/Smelter
The Grounds Keeper position is responsible for the maintenance of the physical grounds of Rainbow facilities including but not limited to mowing lawns, cutting weeds and brush, trimming trees and shrubs, caring for flower beds, cleaning gutters, picking up leaves, power washing decks, spreading mulch, snow removal and salting driveways and sidewalks. This position will primarily work out of Milan, Michigan.
Available to work Monday through Friday from 7am to 3pm
Willingness to work in inclement weather
Excellent customer service skills
Strong interpersonal skills
Ability and willingness to learn new skills
Willingness to be a team player
Ability to lift, maneuver and carry up to 75lbs
Must have a valid driver's license
Acceptable driving record
Acceptable under the State of Michigan's Good Moral Statute
Must be at least 18 years old
1+ years of previous lawn care experience preferred
Experience with using hand tools including but not limited to chain saw, weed whip, zero turn mower, and leaf blower preferred
Ability to operate a vehicle with an attached trailer
Rainbow Rehabilitation Centers, Inc. and its affiliates (Rainbow) have successfully been treating individuals with brain and spinal cord injuries for more than 25 years. With more than 35 residential locations, three treatment centers, a NeuroRehab Campus and two vocational centers, Rainbow offers services that span nearly every aspect of brain and spinal cord injury recovery and rehabilitation.
Our residential settings include adult homes, child and adolescent homes, town houses and semi-independent living apartments, home- and community-based rehabilitation and outpatient services. Rainbow employees share a commitment to make a major difference in the quality of life for our clients. Rainbow's ability to inspire our clients to realize their greatest potential is dependent upon our employees.
For this reason, we strive to attract and retain the best talent, support our employees, and create an environment that enables them to provide the highest level of care and customer service. Rainbow sets the standard of excellence in the health care industry with employees who are dedicated to providing truly great care.
Statement of EEO
EEO/Drug Free Employer.
Sales Assistant, Hgtv Magazine
HGTV Magazine is in search of anenergetic self-starter to join our NY team. Working alongside the AssociatePublisher and 3 other Account Directors, the ideal candidate will possess theability to take initiative, multi-task, interface with clients and prioritizewith a can-do attitude in a fast-paced environment.
Complete RFPs (Request for Proposals), Processing Insertion Orders, and follow up
Preparation for Sales Calls
Compile competitive reporting and share of market analysis
Oversee general office tasks: phone coverage, photocopying, expense reports, booking travel, data entry, and maintain office supply inventory
Execute monthly client mailings
Maintain updated client database
Submit expense reports
Microsoft Word proficiency (Excel, PowerPoint, Word)
Outstanding oral and written communication skills and ability to work well with others
Excellent organizational skills, attention to detail and follow-through
Able to clearly communicate and prioritize work flow
Positive and optimistic attitude
Charleston-based marketing communications firm looking for a part-time book keeper. Estimated 15 hours per week. Confidentiality and accuracy are a must along with a desire to collaborate with other team members and communicate clearly.
If you are a detailed person, with outstanding organizational skills, we can build a flexible schedule together that includes a mix of work from home and our office.
- Assist current staff in monthly billing cycle*
- Input and tracking of vendor invoices in QuickBooks
- Updating internal billing/tracking spreadsheets
- Assist with client invoices and backup materials *
- Maintain spreadsheets for co-op spending and performance tracking for our clients*
- Requires logging in to data dashboard for analytics
- Input of data into existing spreadsheets
- Reconciling billing and data on a monthly basis *
- Minimum of associates degree in accounting or a verifiable work history (3+ years) in bookkeeping, accounting or related field
- Strong knowledge of bookkeeping practices and procedures
- Track record of reliability, confidentiality, and conscientious work habits
- Proficient in Microsoft Office, specifically Excel, Word, PowerPoint and QuickBooks
- Ability to work independently with little supervision
- Ability to organize and prioritize effectively
- Attention to detail with exceptional level of accuracy
- Ability to interpret data and make cost effective decisions
- Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures
Purpose of Class
Maintain school grounds, performs snow removal and transports equipment throughout the District; performs related work as required. Primary Function The principal function of an employee in this class is to maintain the landscaping around school facilities, snow removal and the transportation of equipment to various sites around the District. The work is performed under the general supervision of the Custodial and Grounds Foreman. This position regularly performs tasks wherever needed to main effective and efficient facilities and operations. The principal duties of this class are performed in an outdoor environment, sometimes performing physically demanding duties and dealing with adverse weather conditions. Driving to and from various district locations is required. Essential Duties and Responsibilities (will vary by assignment)
Maintains landscaping around District facilities, mows and trims grass, removes clippings, leaves, and debris from grounds area; prunes trees and bushes using hand and power tools; weeds and fertilizes; applies pesticides and herbicides;
Removes snow and ice from parking lots, playgrounds and sidewalks;
Installs and repairs playground equipment;
Moves furniture and other equipment as needed;
Performs preventative and light maintenance on grounds equipment ( i.e. mowers, snow plows);
Completes work orders;
Assists in the installation and repair of sprinkler and drainage systems;
Cleans tools and shop at the of shift;
Perform all work duties and activities in accordance with District policies, procedures, and safety practices.
Other Duties and Responsibilities
Cleans and maintains assigned district vehicle;
Assists other trades as assigned;
Performs other related duties as required.
Operation of grounds keeping tools and equipment;
Basic ground keeping methods and safety procedures when working with chemicals;
Correct lifting methods and safety measures for moving furniture and equipment;
Operate mowers, snow blowers, tractors, heavy equipment and a motor vehicle;
Make minor repairs on grounds keeping equipment;
Communicate effectively, both verbally and in writing;
Establish priorities and work within time constraints and deadlines;
Follow written and oral instructions;
Communicate effectively and establish working relationships with users, other employees, administrators, and the public;
Perform multiple tasks simultaneously, including handling interruptions, and return to and complete tasks in a timely manner;
Work independently, with minimal supervision, and make appropriate decisions in the absence of a supervisor;
Acceptable Experience and Training
High school diploma or GED equivalency preferred; or
Grounds keeping experience;
Valid Idaho Driver's License;
Any equivalent combination of experience and training which provides the knowledge and abilities necessary to perform the work.
Essential Physical Abilities
Sufficient clarity of speech and hearing or other communication capabilities, with or without reasonable accommodation, which permits the employee to understand verbal instructions and to communicate effectively on the telephone, two-way radio and in person;
Sufficient visual acuity, with or without reasonable accommodation, which permits the employee to comprehend written work instructions; view work area, retrieve, mix and use proper grounds keeping chemicals, operate grounds keeping tools and equipment safely; and see details at close range (within a few feet of the observer), and organize documents and materials;
Sufficient manual dexterity, with or without reasonable accommodation, which permits the employee to operate, repair and maintain grounds keeping tools and equipment and to operate a motor vehicle;
Sufficient personal mobility, flexibility, and balance, with or without reasonable accommodation, which permits the employee to work in various school locations, lifting or moving objects that weigh up to 50 lbs.
Job tasks may require, with or without reasonable accommodation, climbing, stooping, kneeling, crouching, reaching, standing, walking, lifting, fingering, grasping and repetitive motions.
POSTING DATE: November 30, 2018
CLOSING DATE: For best consideration, please apply by December 7, 2018. However, position is currently open until filled.
ADDITIONAL INFORMATION: Forty hours per week
DAYS: Twelve month employment - 251 days per year
SALARY SCHEDULE: Rate of pay will be $9.82 per hour.
START DATE: As soon as possible.
EMPLOYMENT INFORMATION: Current employees that are interested in transferring must apply through AppliTrack with an internal application. All others, apply with the external application.
BENEFITS INFORMATION: Medical, Dental, Vision, Life Insurance and Public Employees Retirement are available to Classified employees who work at least half the time (20 hours per week) or more in a regular position.
The Pocatello/Chubbuck School District is an equal opportunity employer/education with a drug, alcohol and tobacco free environment. Discrimination based on race, color, religion, sex, age, disability or national origin is prohibited. Equal access to employment, services and progam is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization. Preference will be given to eligible veterans pursuant to Idaho Codes 65-503 et.seq. Questions or complaints should be addressed to the Human Resource Office at 208-232-3563.
Retirement Planning Services Record Keeper
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
Provides technical support to Retirement Plan Services Administration as their main RPSS contact for plan related questions, inquiries, and research requests. Responsible for maintaining the accuracy of plan and participant balances on a daily basis.
Responsible for processing plan distributions, fees, new loan setups, plan and participant level maintenance, reconciliation for statement preparation, contributions, loan payment processing, and corrections. Responsible for analyzing, creating, and maintaining automation needs for RPSS through various software applications. Translates business solutions into technical solutions.
Applies communication, analytical and problem solving skills to help identify, communicate and resolve system issues. Under limited supervision, implements system/product enhancements, manages projects as assigned, researches and develops system enhancements to create efficiencies, monitors systems to ensure the integrity of data. Works directly with the business lines to determine requirements, creates approved solutions including reports, data analysis, etc. and maintain ongoing support for those solutions.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated's anonymous Ethics Hotline.
Responsible for the timely completion of all plan and participant level maintenance requests. These requests include, but are not limited to, source additions, fund changes and additions, source vesting schedule changes, deferral updates, participant address changes, name changes, status changes, unlocking participant accounts, and updating participant website and voice response unit passwords.
Processes routine and non-routine transactions including, but not limited to, participant enrollment, QDRO's, fees, insurance premiums, dividends, participant fund transfers, and fund accruals.
Utilizes and follows standard procedures and own knowledge base to accurately process these transactions.
Establishes and maintains necessary records for proper retirement plan allocation preparation, compliance testing and government reporting.
Completes work assignments in order of priority and date received to ensure that all processing deadlines are met while following standard department turnaround times.
Responsible for processing retirement plan employee and employer contributions, investment election forms, and loan payments in an accurate and timely manner.
Uses own knowledge base of retirement plans and stated procedures to ensure that all contributions, loan payments, and enrollment forms are processed according to the regulations that govern retirement plans.
Generates new/re-financed and modified plan participant loans. Generates all appropriate supporting loan documents, including the amortization schedule, confirmation and disclosure statement, and loan modification notice.
Utilizes the Record keeping system and internal Access Database to generate the proper documentation and disclosures.
Analyzes the loan request form submitted by the Administration team to determine regulatory compliance.
Possesses a strong working knowledge of the regulations that govern retirement plan participant loans.
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