Communication Skills, Customer Service Management, Detail Oriented, Disbursements, Establish Priorities, File Maintenance, Health Plan, Internal Audit, Maintain Compliance, Microsoft Excel, Microsoft Word, Multitasking, Negotiation Skills, Onboarding, Operational Support, Operations Management, Operations Processes, Organizational Skills, Payroll Administration, Payroll Management, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Regulatory Compliance, Regulatory Requirements, Retirement Plan, Tax Reporting, Team Lead/Manager, Time Management, Wealth Management, Writing Skills
Job Title: Operations Specialist – Institutional Retirement Payroll & Benefits
Location: 9000 SOUTHSIDE BLVD BLDG 400, Jacksonville, FL (Onsite → Hybrid after initial training period; minimum 3 days onsite)
Duration: 12-month contract (potential contract-to-hire)
Start Date: ASAP – pending onboarding checks
Pay Rate: Up to $21.02/hr (W2, paid weekly)
Position Overview
The Operations Specialist will support the Institutional Retirement Payroll, Benefits, and Disbursements team within Wealth Management Operations. This team manages payroll processing, participant-level maintenance, tax reporting support, and money movement for retirement products including 401(k), Non-Qualified Deferred Compensation (NQDC), Defined Benefit, Institutional Trust, Custody, and Health Benefits Solutions.
This role focuses primarily on 401(k) and NQDC payroll processing, ensuring accurate, timely, and compliant transaction execution. The position reports to the Senior Operations Manager and collaborates closely with Customer Service Managers, Plan Sponsors, and internal stakeholders in a fast-paced operational environment.
Key Responsibilities
- Process incoming Non-Qualified Contribution payrolls and support 401(k) payroll transaction workflows, ensuring accuracy and timeliness in accordance with established procedures and regulatory requirements.
- Perform manual enrollments, data corrections, and resolution of payroll file rejects while maintaining compliance with audit standards and internal controls.
- Monitor assigned retirement plans and coordinate directly with Plan Sponsors, Customer Service Managers, and internal operational teams to ensure seamless processing and issue resolution.
- Maintain high attention to detail while managing multiple concurrent requests and deadlines in a high-volume, time-sensitive environment.
- Ensure adherence to regulatory guidelines, internal policies, and operational procedures while proactively identifying and escalating discrepancies or processing risks.
Required Qualifications
- Highly organized, self-starter with strong initiative and ability to work independently.
- Excellent written and verbal communication skills with the ability to influence, negotiate, and collaborate across stakeholders.
- Strong multitasking and prioritization skills with proven ability to manage competing deadlines.
- Advanced proficiency in Microsoft Excel and Word, with strong attention to detail.
- Ability to adapt quickly in a fast-paced, changing operational environment.
- Bachelor’s degree preferred.
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Tailored Management
CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES
Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.
1,000 to 1,499 employees
Staffing/Employment Agencies
https://www.tailoredmanagement.com/