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Operations Associate (Data Collection - Broker) - Remote

Posted 7 days ago
Customer Service
Full Time
USA

Overview

The Operations Associate (Data Collection - Broker) plays a critical role in managing data collection processes and maintaining professional relationships with brokers and plan sponsors at Wrangle.

In Short

  • Review incoming plan sponsor data from brokers and plan sponsors.
  • Respond to broker emails within four hours.
  • Provide access to Wrangle’s database for data input and status updates.
  • Compare incoming data with last year’s information for accuracy.
  • Perform due diligence checks on new plan sponsors.
  • Ensure auto reports are sent out appropriately.
  • Assist and support various consultants and specialists.
  • Self-manage tasks according to Wrangle’s Best Practices Form 5500 Timeline.
  • Maintain timely email communication.
  • Be cautious of employment fraud and validate job postings.

Requirements

  • Strong communication skills.
  • Ability to manage multiple tasks efficiently.
  • Understanding of ERISA plans.
  • Experience in data review and analysis.
  • Professional relationship management with vendors.
  • Attention to detail.
  • Ability to work independently and self-manage.
  • Proficient in email communication.
  • Commitment to best practices and timelines.
  • Awareness of employment fraud risks.

Benefits

  • Collaborative and idea-sharing environment.
  • Professional development opportunities.
  • Generous reward programs.
  • Paid time off.
  • Medical, dental, and vision benefits.
  • Health Savings Account with employer contribution.
  • 401(k) and 529 college savings match programs.
  • Volunteer and charitable-giving programs.
  • Business casual dress code.

Ascensus

Ascensus

Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping millions of individuals save for a better future. The company emphasizes a collaborative and idea-sharing environment, fostering professional development through in-house training and tuition reimbursement. Ascensus values its employees by offering generous reward programs, comprehensive medical, dental, and vision benefits, as well as 401(k) and 529 college savings match programs. With a commitment to integrity and quality, Ascensus strives to deliver world-class service while ensuring the protection and confidentiality of client data.

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