Mutual of America Financial Group

Job Title: Project Specialist, Employer Records

Location: Boca Raton, FL (Hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary: The Project Specialist, Employer Records holds a pivotal role helping to install new takeovers as well as overseeing the quality assurance of Department output, encompassing plan install, amendments and fee eligibility. This position also plays an important role in the development and testing of technological improvements in-line with corporate objects. With a background in Omni DC, the specialist works alongside a team of skilled professionals. Operating in a hybrid role based in Boca Raton, Florida, this position interacts with management across departments, serving as an important contributor to the organization's Administrative Operations division. Responsibilities include analyzing Adoption Agreements for setup with the Omni Recordkeeping system, reviewing and approval of plan installs completed by other team members, review of monthly and Quarterly eligibility toward fee waiver and/or increase/reductions fees and helping identify and execution of projects aimed at process improvements. 

Responsibilities:

Management:

• Collaborates with team members to install plan takeovers and amendments within the Omni DC recordkeeping system
• Assists with Departmental quality assurance with regards to recordkeeping updates and ongoing management
• Monitors eligibility with regards to reduction/increases in fees assessed to Employers and Plan Participants

Special Projects:

• Collaborates with business analysts, developers, and stakeholders to understand and test business requirements in future development.
• Assists with Departmental cross training for quality assurance.

Collaboration and Communication:

• Collaborate seamlessly with teams across various departments to ensure accurate reporting, transparency, and alignment with business objectives.
• Communicate information clearly and effectively to internal and external stakeholders.

Process Improvement and Automation

• Identify opportunities for process enhancements and automation with alignment with best practices.
• Lead or contribute to special projects aimed at improving takeover and pricing processes leading to overall operational effectiveness.

Required Qualifications:

• College degree or equivalent work experience in the retirement industry
• 1 years of experience with FIS Omni, DVW and/or OWS system
• Excellent written and oral communication skills
• Well organized and ability to work independently
• Ability to scan databases for requested information
• Working knowledge of the various Microsoft Office products

Preferred Qualifications:

• 1 years of experience in the retirement industry
• Accreditations from CEBs, LOMA or other industry related training programs

What we offer you:

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #LI-JB1