Position Summary: The College Savings Operations Coordinator helps coordinate and process all daily activity and trades. Assist with ongoing projects and ensure 100% compliance with state partners.

Essential Functions:

• Generate and print daily trade confirmations, checks, and reports.
• Initiate, process, and follow up on rollover requests to various college savings programs while ensuring 100% compliance with state regulations.
• Process incoming payroll contributions and forms. Serve as a contact for payroll companies.
• Review, process and verify requests for distributions, investment changes, and various account changes such as enrollments, changes in ownership/beneficiary, transfers between accounts, etc.
• Create and send Automated Clearing House transactions. Problem solve and follow up on returned requests.
• Process and verify broker dealer changes.
• Serve as back-up for all College Savings Plan operational duties; including input of enrollment forms, contributions, and nightly pricing tasks.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned.

Qualifications:

• Bachelor’s degree in Accounting/Finance preferred.
• One year 529 College Savings experience preferred.
• Proficient in Microsoft Office Products and in working with other financial software.

Preferred Talents:

• Self-directed and effective communicator
• Accurate and detailed
• Organized and analytical
• Positive and reliable
• Independent with good judgment
• Deadline driven
• Problem solver

Working Environment:

Sedentary work – may occasionally involve lifting or carrying up to 10 pounds.

Indoor work – not exposed to outdoor elements or hazards.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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