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Full-time
associate degree, bachelor degree
Posted 19d ago
~40 hrs/week
Responsibilities
The Mail Operations Representative manages incoming mail requests for 529 plans, including sorting, scanning, and archiving documents. They are also responsible for processing financial vouchers and transmitting checks using remote deposit software while maintaining high quality and productivity standards.
Requirements
The ideal candidate should have an associate or bachelor's degree and at least 6 months of professional experience. Strong analytical, organizational, and communication skills are required, along with proficiency in PC use and a detail-oriented mindset.
Full job description
Section 1: Position Summary
The Mail Operations Representative is accountable for providing high quality services to 529 plans via mail requests and following documented procedures. This position provides client services to 529 plans by managing incoming mail requests from account owners and advisors seeking information or executing requests on specific accounts, product or plan information, and policies and procedures. Accountable for but not limited to mail operation functions including sorting/opening mail, mail preparation, scanning, and archiving/retrieving documents. The ideal candidate must be able to work in a team environment and have a flexible schedule and be able to work in a fast paced, time sensitive environment.
Office requirement: 5 days a week in Needham, MA office
*Busy season is December-February abbreviated Saturday hours will be required
Section 2: Job Functions, Essential Duties and Responsibilities
Meet and/or exceed department standards for productivity and quality
Review financial vouchers ensuring all batches are in good order within proprietary systems.
Utilize remote check deposit software to transmit time sensitive checks to the bank.
Sort and prepare incoming mail based on plan, transaction type and documented procedures.
Scan and archive prepared batches.
Utilize document capture and storage applications to process requests.
Demonstrate flexibility and team-oriented attitude in support of 529 plan business..
Provide exceptional client service skills.
Demonstrate strong problem resolution skills.
Solid organizational and communication skills with strong attention to detail.
Complete core corporate training and develop solid knowledge of systems.
Self-motivation to consistently improve job knowledge to advance service capabilities.
Stay up-to-date on 529 and financial services industry knowledge in support of clients.
Provide suggestions on how to improve quality and/or productivity.
Demonstrated ability to prioritize work ensuring high priority tasks are completed within a timely matter amongst a team environment
Willingness to assist other functional areas.
Be a willing participant or take ownership of projects assigned to unit.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
6 months experience in a professional work environment preferred
A team player with a strong analytic mindset with advanced problem solving, organizational and communication skills
Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure
Prior financial service industry experience or Cashiering/Reconciliation experience
Series 6 and 63 licenses are preferred
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow.
We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers.
The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com.
Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Offices: 200 Dryden Road, Dresher, PA 19025, US · 95 Wells Avenue, Suite 160, Newton, MA 02459, US · 1126 Westrac Drive South, Fargo, ND 58103, US · 415 8th Ave NE, Brainerd, MN 56401, US
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