Senior Operations Coordinator

Senior Operations Coordinator

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. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them 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: We are seeking a detail-oriented and collaborative Senior Operations Coordinator to join our team. This role is essential in supporting participant services and internal operations through accurate transaction processing, document validation, and administrative support. The ideal candidate will be comfortable working across teams and systems to ensure compliance, mitigate risk, and deliver exceptional service to our customers.

Responsibilities:

• Process participant transactions including withdrawals, installment payments, RMDs, and hardship distributions.
• Manage rejected or misrouted transactions (e.g., EFT rejections, NOC lists) and coordinate payment reissues.
• Conduct quality control on high-value transactions to ensure accuracy and reduce operational risk.
• Research and correct tax forms such as 1099-Rs.

• Validate participant documents (e.g., address changes, EFT updates, beneficiary designations, tax forms).
• Submit approved documents to processing units and ensure compliance with internal procedures.
• Upload forms to Salesforce, which are automatically swept to OnBase.
• Generate and send correspondence to participants or Plan Sponsors regarding required actions.
• Review and close tasks completed by FIS and document all actions in workflow systems.

• Investigate participant-related issues by reviewing records and tax documentation.
• Support audit requests by gathering and redacting sensitive retirement-related documents.

• Assist in preparing Retirement Kits and mailing requested forms.
• Generate reports from Salesforce and other systems for management.
• Perform additional duties as assigned.

• Address corrections using Accurint and Equifax reports.
• Update beneficiary information, including Trusts.
• Review legal documents such as QDROs, POAs, and guardianship inquiries.
• Handle Social Security corrections and income verification requests.

Required Qualifications:

• Experience in financial services, retirement plans, or operations preferred.
• Strong attention to detail and ability to manage sensitive data.
• Proficiency in Salesforce, OnBase, and workflow systems.
• Excellent communication and organizational skills.
• Ability to work independently and collaboratively across teams.

What we offer you:

• Competitive base salary
• Quarterly uncapped commission structure
• Comprehensive benefits package (medical, dental, and vision) that starts day one of employment
• 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
• Parental leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and/or company performance.

Base Salary Range:

New York, NY: $41,600 - $62,400

Boca Raton, FL: $35,900 - $53,900

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. 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.