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Manager, Processing Team

Job Title

Manager, Processing Team

Job ID

14442

Location

KINGWOOD Texas 77339

There’s a reason Insperity was ranked in the top 3% on WorkplaceDynamics’ National Top Workplaces list and named one of the top 100 companies to work for in the U.S.

Want to work for us and find out why?

As a trusted advisor to America’s best businesses for more than 35 years, Insperity provides an array of human resource and business solutions designed to help improve business performance. In addition, we provide the client company and their worksite employees with a wide array of value-added benefits and services.

Insperity offers a competitive compensation package and a world-class benefits package, including 19 days paid time off, 9 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement. At Insperity, we’re committed to providing a positive work environment, and to helping our employees succeed both personally and professionally.

Manager, Processing Team

We are currently seeking a Manager, Processing Team to join our team. .

Summary

Manages individual staff members responsible for Retirement Services Daily processing review and timely posting of all transactions including, contributions, disbursements, investment transfers, income allocations and QDRO orders; maintenance of all participant loans; deconversion, freeze and termination of clients plans according to their plan documents and amendments. Manages the recordkeeping and administration of all 401(k) plans administered by Insperity Retirement Services in accordance with business objectives. Responsible for inquiry calls from clients and participants concerning operational issues, as well as providing information and assistance to other areas of the company

Responsibilities:

Under limited supervision and much decision-making:

  • Manages individual staff members responsible for Retirement Services Daily processing tasks:
  • Review and timely posting of all transactions including, contributions, disbursements, investment transfers, income allocations and QDRO orders.
  • Maintenance of all participant loans.
  • Deconversion, freeze and termination of clients plans according to their plan documents and amendments.
  • Handling of all participant paperwork including incoming checks for rollover and loan payoff.
  • Primary support and user of the OmniPlus application, including release testing.
  • Review of quarterly participant statements.
  • Research and correction of participant level discrepancies and issues.
  • Manages the recordkeeping and administration of all 401(k) plans administered by Insperity Retirement Services in accordance with business objectives.
  • Responsible for inquiry calls from clients and participants concerning operational issues, as well as providing information and assistance to other areas of the company.
  • Applies a working knowledge of ERISA, the Internal Revenue Code and applicable regulatory guidelines in the daily management of the recordkeeping system.
  • Participates in support services area management team, including efforts to effectively manage the department in accordance with business objectives.
  • Coaches and trains staff in job related matters.
  • Assists in the accomplishment of Insperity Company goals.
  • Helps other employees to accomplish Insperity Company goals.
  • Performs other duties as may be assigned by department supervisor.
  • Participates in the Disaster Recovery plan as required.

Qualifications:

  • High School Diploma or equivalent is required. Bachelor’s Degree in a related field or equivalent experience is preferred.
  • Five or more years of related experience is required.

Knowledge/ Skills

  • Communicates tactfully and effectively, orally and in writing, and maintains effective work relations with those encountered in the course of employment
  • Familiar with modern office methods, practices, procedures and equipment, as well as filing systems and business letter writing. Proficient in correct English usage, grammar, spelling, punctuation, and arithmetic.
  • Familiar with Microsoft Office Products, specifically Outlook, MS Word, Excel, and Access.
  • Thorough understanding of qualified plans, including ERISA, the Internal Revenue Code, and relevant regulations. Relevant professional designations (e.g., CPC, QPA, QKA, CEBS, CPA, APA) preferred.
  • Organizational and planning skills and attention to detail a must.
  • Flexibility, adaptability, and ability to multi-task are essential.
  • Successful management or leadership experience required.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.