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Operations Coordinator - Money In

Coordinate rollover transactions and ensure account accuracy for clients
New York
Entry Level
$40,510 – 50,640 USD / year
16 hours agoBe an early applicant
Voya Financial

Voya Financial

A financial services firm offering retirement, investment, and insurance solutions to help individuals and employers secure their financial futures.

1 Similar Job at Voya Financial

Join Voya Financial

Together we fight for everyone's opportunity for a better financial future. We will do this together — with customers, partners, and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued, and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients, and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your voyage –

Profile Summary:

Provides customer service support. Processes, coordinates, and reconciles rollover transactions.

Please note: This position has been designated as a hybrid-office/home role. You must report to the office 5 days/week for 6 months. Details of your in-office schedule will be finalized with your manager. The office is located at 22 Cortlandt Street, New York, NY.

Profile Description:

  • Processes transactions related to operations' functions. Reconciles and verifies accuracy of information. Refers incoming information to other staff members as appropriate.
  • Provides customer service to clients. Answers and resolves customer complaints and questions in an efficient and friendly manner.
  • Communicates problems to associates in other areas. Follows up to ensure issues are resolved and communicated to customers in a timely manner.
  • Monitors accounts and reports for accuracy. Communicates status of transactions to clients. Reconciles account information. Documents and summarizes information for team members.
  • Participates in training and ongoing professional development.
  • Other duties as assigned.

Knowledge & Experience:

  • Basic knowledge of company products
  • Solid decision-making and problem solving skills
  • Strong oral and written communication skills
  • Ability to work independently as well as in a team
  • Detail oriented

Preferred Knowledge & Experience:

  • High school diploma or equivalent. College degree preferred.
  • FINRA Series 6 & 63 preferred

Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $40,510 - $50,640 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially, and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools, and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer:

  • Health, dental, vision, and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time — 40 hours per calendar year

Critical Skills:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity:

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations:

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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Operations Coordinator - Money In
New York
$40,510 – 50,640 USD / year
Operations
About Voya Financial
A financial services firm offering retirement, investment, and insurance solutions to help individuals and employers secure their financial futures.