Operations Specialist-Retirement

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 – Apply Now

Profile Description:

Please Note: This position has been designated as a hybrid-office/home role.  You must report to 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.

• Reviews and processes form related requests from Plan participants. Distributions day to day  processing to include:
  • Full and partial withdrawals
  • Installment payments
  • Hardship withdrawals
  • QDRO/CEDO withdrawals
  • Issuing 1099Rs
• 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. 
• Other duties as assigned.

Knowledge & Experience:

• FINRA Series 6 and 63
• 3-5 years insurance industry customer service experience
• Demonstrated attention to detail
• Strong verbal and written communications skills

Preferred Knowledge & Experience:

• High school diploma or equivalent.  College degree preferred.

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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.

$51,220 - $64,030 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%)
• Tuiti