Overview
BPAS is a national provider of retirement plan administration, employee benefit solutions, and fiduciary and trust services. For more than 50 years, we’ve redefined what it means to be a benefits partner. We combine deep expertise, transparent service, and a people-first approach to make benefit plans easier, smarter, and more effective for everyone involved.
As a financially stable subsidiary of Community Financial Systems, Inc. (NYSE: CBU), we support 10,375 plans, $132 billion in trust assets, $1.3 trillion in fund administration, and more than 980,000 participants in partnership with advisors, trustees, and financial professionals across the nation. One partner. Smarter benefits. Better results.
Responsibilities
This position is responsible for scanning all daily operational paperwork and completing Mass Mailing Requests. Responsibilities also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.
Essential Duties:
- Daily Scanning of operational paperwork (including clean-up of old files)
- Enrollment Forms
- Beneficiary Forms
- MPL Paperwork
- Incoming IRA Forms
- Fund Change Paperwork
- Trust Paperwork
- Preparing scanned paperwork to be processed for offsite maintenance
- Complete Mass Mailing requests and place Billing Tasks; utilizing database systems
- Utilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.
- Assist, and perform as back up to the Receptionist and/or Administrative Assistant when necessary:
- Phone
- Reception
- Scanning/Filing
- Stuff envelopes as required
- UBS Download
- B50 letters
- Print labels from database as required
- Open, date, stamp and distribute incoming department mail
- Match up distribution/loan checks and letters and prepare for outgoing mail.
- Assist support positions from other departments when necessary
- Perform other duties as requested or required
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Qualifications
Education, Training and Requirements:
- High School Diploma or equivalent is necessary; 2-year college degree preferred;
- 2 year accounting degree helpful toward advancement potential
- All applicants must be 18 years of age or older
Skills:
- Good Communication Skills, Good Organizational Skills, PC Literate
- Competencies:
- Well-developed written and oral communication skills
- Attention to detail and good organizational skills required.
- Proficient mathematics skills
- Relate to co-workers and customers with respect, providing clear and detailed information
- Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
Experience:
- Minimum of one to two years of clerical experience is necessary.
