Manage operational processes that support business objectives and assist advisors at Ameriprise Financial. Responsible for team management, client servicing, and operational efficiencies.
About the role
- Operations Associate processing same day cash transactions for 401(K) clients at Broadridge. Join our team to empower others in a dynamic and inclusive environment.
Responsibilities
- Same day cash processing of contribution and distribution requests from 401(K) participants via checks, ACH, and Federal wire transactions
- Accurately and timely process all daily inquiries research and items
- Handle escalated items and projects given by management
- Enter and release wires in the wire system, carrying out Quality Control, consistently double checking any transactions that are processed by the team
- Closing process which includes balancing transactions at the end of each day
Requirements
- High School education or equivalent required
- A minimum of 1-2 years’ experience with cash and funds processing
- Knowledge of basic business processes and computer applications (Microsoft Excel and Word)
- Strong written and verbal communication and customer service skills, with analytical and problem-solving abilities
- Basic knowledge of trust business and its particular accounting and tax reporting requirements is preferred but not required
- Ability to work in the office 2 days per week
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
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