Retirement Document Operations Specialist

Job FamilyAdm – Document Management

About Us 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

     

Who We Are 

  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

Job Description SummaryPrepares retirement plan documents, amendments and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.

Job Description

Responsibilities

  • Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.
  • Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives.
  • Consult with outside counsel or senior management regarding requested contract and service agreement changes.
  • Research specific client plan design/compliance situations as assigned.
  • Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts. 
  • Develop plan filing packages for IRS determination letters.
  • May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.

Qualifications

  • Bachelor’s degree in a business-related field or equivalent education/experience
  • Two years of pension/retirement plan experience or relevant financial services experience
  • Knowledge of plan regulations and plan documents
  • Strong written/verbal communication skills
  • Organizational skills and attention to detail
  • Ability to build rapport with internal and external stakeholder.
  • Proficiency using MS Office tools

Preferred Qualifications

  • Knowledge of Transamerica products and administrative capabilities
  • Knowledge of plan regulations and plan documents

Working Conditions

  • Remote working environment

Compensation

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Salary for this position generally ranges between $46,000- 52,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.  

Additionally, this position is typically eligible for an Annual Bonus of 7.5% based on the Company Bonus Plan/Individual Performance and is at Company discretion. 

Worried about not having every single qualification listed? It’s okay. If it’s a role you’re interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. 

What We Offer  

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

Compensation Benefits 

  • Competitive Pay 
  • Bonus for Eligible Employees 

Benefits Package 

  • Pension Plan 
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits 

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • Adoption Assistance
  • Employee Assistance Program
  • College Coach Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs

Inclusion & Diversity  

  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

  

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

   

Research Finance Specialist II

This is a remote role that can be done in most US states. 

The Research Finance Specialist II (RFS II) is an active member of the Partners HealthCare central research management office, and is a primary point of contact for Principal Investigators(PIs) and Department Administrators at Brigham and Women’s Hospital, Massachusetts General Hospital, and other institutions within Mass General Brigham. The RFS II is committed to identifying and adhering to best practices in grants and contracts administration, while upholding the highest standards of integrity and fiduciary responsibility. The RFS II will proactively address the demands of research grant administration by providing exceptional customer service to MGB’s distinguished research community and collaborators in their pioneering efforts in science and medicine.

The RFS II actively and independently manages the fiscal grant related activity of an assigned portfolio of research departments. As the primary contact for these departments, the RFS II provides guidance, resolves issues, and helps navigate the financial management and closeout of a grant. This includes reviewing and processing journal entries, producing financial status reports in accordance with sponsor deadlines and regulations, as well as producing invoices and ensuring funds are properly closed out in a timely manner. The RFS II will act both independently and as a member of a dynamic group to achieve the goals of the Research Finance team and of Partners Research Management overall. The volume and complexity of the work is commensurate with experience; and the opportunity exists to take on a greater and more in-depth workload with successful performance.

 PRINCIPAL DUTIES AND RESPONSIBILITIES

•    Manage an assigned portfolio of research departments, and serve as the primary Research Finance resource for department administrators and PIs.

•    Financial administration of a diverse research portfolio of Non-federal and Federally sponsored grants and contracts of varied requirements and complexity.

•    Field inquiries from Department Administrators and PIs. Communicate sponsor and institutional policies, procedures and reporting requirements.

•    Provide superior customer service by supporting departments in their financial administration.

•    Ensure that awards/accounts are managed in a fiscally responsible manner and in full compliance with all applicable rules and regulations established by both the sponsor and MGB.

•    Update records in PeopleSoft to ensure projects are being invoiced on a regular and timely basis.
 
•    Prepare and review monthly, final, and custom invoices in accordance with Sponsor requirements.

•    Prepare Financial Status Reports (FSR) in accordance with sponsor requirements.

•    Actively monitor grant expenses, receivables and revenue.

•    Review and process non-personnel costs transfers.

•    Review and approve incoming subcontract invoices to ensure accuracy and compliance with sponsor terms being paid.

•    Provide institutional oversight to ensure that all expenses posted to a sponsored project are allowable, and the accurate recording of these expenses in the general ledger in a manner that is consistent with generally acceptable accounting principles (GAAP) and the sponsor’s terms and conditions.

•    Assist in the close-out of funds including the preparation of closeout documents and closing entries.

•    Continuously review sponsoring agency policies, regulations and other relevant literature to ensure increased familiarity with granting and contracting agency policies and requirements in the financial management accounts.

•    Assist management in identifying opportunities to improve processes and achieve optimal efficiency in all aspects.

•    Work with Finance Manager or RFS III mentor on complex transactions.

•    Use electronic Financial Management System or PeopleSoft queries and reports to measure and manage workflow effectively and efficiently.

•    Assist manager in the orientation, training and mentoring of RFS I staff, including the review of RFS I work.

•    Assume additional responsibilities as assigned.

QUALIFICATIONS 

•    Bachelor’s degree and/or equivalent, plus at least three years of related research accounting experience or research administration

 SKILLS/ABILITIES/COMPETENCIES

•    Must possess the ability to thrive in a busy, high-volume, and deadline driven team environment that requires coordination of multiple activities and the judgment and flexibility to reprioritize tasks as needed.

•    Must be comfortable working with large databases and multiple computerized financial systems.

•    Need to be able to work independently with minimal supervision, and handle complex and confidential information with discretion

•    Proficiency in Microsoft Office Suite
•    Excellent problem solving skills.
•    Excellent verbal and written communication skills.

•    Requires strong organization and communication skills with a focus in customer service.

About Us:

As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women’s Hospital and Massachusetts General Hospital, Mass General Brigham supports a complete continuum of care including community and specialty hospitals, a managed care organization, a physician network, community health centers, home care and other health-related entities. Several of our hospitals are teaching affiliates of Harvard Medical School, and our system is a national leader in biomedical research. 

We’re focused on a people-first culture for our system’s patients and our professional family. That’s why we provide our employees with more ways to achieve their potential. Mass General Brigham is committed to aligning our employees’ personal aspirations with projects that match their capabilities and creating a culture that empowers our managers to become trusted mentors. We support each member of our team to own their personal development—and we recognize success at every step. 

Our employees use the Mass General Brigham values to govern decisions, actions and behaviors. These values guide how we get our work done: Patients, Affordability, Accountability & Service Commitment, Decisiveness, Innovation & Thoughtful Risk; and how we treat each other: Diversity & Inclusion, Integrity & Respect, Learning, Continuous Improvement & Personal Growth, Teamwork & Collaboration. 

Grants Managers – FEMA Public Assistance

Job Description

Why join us?  

It’s an exciting time at AtkinsRéalis! We are rapidly growing in the US. Our company purpose is to build a better world for our planet and its people. We recognize the importance of making sure that our clients and employees, feel this purpose every day. AtkinsRéalis is proud of our company culture that promotes, diversity, equity and inclusion. Our company ethos include collaboration through the connection of people, data and technology. We are a global firm, who leverages having employees located throughout the world, creating valuable partnerships and doing our part to make this planet and its people, thrive.  We need energetic, passionate and eager professionals like you to join our team. There has never been a better time to be a part of AtkinsRéalis! 

We are seeking multipleGrants Managers – FEMA Public Assistance at various levels to join our Planning Team. Positions can be based out of anywhere in the US, primarily working remotely – though Florida state is the preferred location.

About Us

AtkinsRéalis is one of the world’s most respected design, engineering, and project management consultancies. AtkinsRéalis has been providing infrastructure planning, engineering, construction, environmental consulting, urban planning, architecture, and program management services to public and private clients across the United States for more than 50 years. AtkinsRéalis has the depth and breadth of expertise to respond to the most technically challenging and time-critical infrastructure projects and the urgent transition to a low-carbon economy.

Junior Grants Manager – FEMA Public Assistance:

The Junior Grants Manager is responsible for entering appropriate grants information into the system of record, reviewing, and recording incoming requests for grants funding for accuracy prior to handing the documentation over to Grant Manager. The ideal candidate will be able to showcase their communication and organization skills.

How will you contribute to the team as a Junior Grants Manager?

  • Support Grants Specialists with compilation of documents for grant funding reimbursement requests.
  • Review and record all incoming grants/project-related requests to pass onto Grants Specialist.
  • Enter appropriate grants information into the system of record.
  • Ensure a high level of quality control and accuracy on grants-related documents.
  • Prepare simple approval letters for approval.
  • Prepare simple modifications for approval.
  • Maintain and reconcile reporting documents.

What will you contribute as a Junior Grants Manager?

  • Bachelor’s or Master’s degree in Planning, Finance, Disaster Management, Economics or related field (years of work experience may replace a college degree).
  • Experience in administrative support roles.
  • Experience in managing, organizing, and writing.
  • Excellent oral and written communication skills.
  • Ability to multitask in a fast-paced environment.
  • Strong organizational skills.
  • Exceptional research skills.
  • Proficient computer skills (including MS Word, MS Excel, PowerPoint; Adobe Acrobat Professional).
  • No Certifications Required.

Grants Manager – FEMA Public Assistance:

The Grants Manger will be able to apply their technical knowledge, project delivery and support skills in FEMA Public Assistance.

How will you contribute to the team as a Grants Manager?

  • Work with local, state, and federal officials to identify eligible response, recovery and mitigation activities.
  • Advise clients on FEMA PA policy and documentation requirements.
  • Prepare project damage descriptions, scope of work and supporting documentation.
  • Manage simultaneous development of multiple Project Worksheets (Categories A-G).
  • Conduct site assessments in the field.
  • Prepare project documentation and cost estimates.
  • Review and validate contracts, contractor invoices, payroll and other financial records.
  • Provide policy guidance expertise for FEMA PA, FHWA ER, FEMA HMGP, HUD CDBG-DR or other grant programs.
  • Organize and maintain project records and reports.
  • Complete tasks on time and within project budgets.
  • Provide guidance on the FEMA Sections 404 and 406 Hazard Mitigation Programs.

What will you contribute as a Grants Manager?

  • Bachelor’s or Master’s degree in Engineering, Planning, Finance, Disaster Management, Economics or related field. This level may be achieved with three years’ experience since Bachelor’s or two years since Master’s. Typical incumbent has 3-5 years’ experience (high school diploma or associate degree with relevant work experience may be considered).
  • Have the knowledge and skills to apply analytical and evaluative techniques to the identification, consideration, and resolution of a wide variety of grants administration issues and problems.
  • Have experience addressing strategic issues in disaster recovery operations including issues that have political and programmatic elements.
  • Excellent oral and written communication skills.
  • Able to prioritize and handle multiple projects in a changing work environment.
  • Able to work independently and/or on a team.
  • Possess strong organizational skills.
  • Have exceptional research skills.
  • Are comfortable interacting with Clients and Client Stakeholders.
  • Have proficient computer skills: (including MS Word, MS Excel, PowerPoint; Adobe Acrobat Professional).
  • Certified Floodplain Manager (CFM) preferred.

Senior Grants Manager – FEMA Public Assistance:

The Senior Grants Manager is an integral part of our Planning Team. The ideal candidate will be able to showcase their technical expertise and project/program delivery skills in FEMA Public Assistance.

How will you contribute to the team as a Senior Grants Manager?

  • Manage a team and contribute as Subject Matter Expert.
  • Work with local, state, and federal officials to identify eligible response, recovery, and mitigation activities.
  • Advise clients on FEMA PA policy and documentation requirements.
  • Prepare project damage descriptions, scopes of work and damage documentation.
  • Manage simultaneous development of multiple Project Worksheets (Categories A-G).
  • Conduct site assessments in the field.
  • Prepare project documentation and cost estimates.
  • Review and validate contracts, contractor invoices, payroll, and other financial records.
  • Provide policy guidance expertise for FEMA PA, FHWA ER, FEMA HMGP, HUD CDBG-DR or other grant programs.
  • Organize and maintain project records and reports.
  • Complete tasks on time and within project budgets.
  • Provide guidance on the FEMA Sections 404 and 406 Hazard Mitigation Programs.

What will you contribute as a Senior Grants Manager?

  • Bachelor’s or degree in Engineering, Planning, Finance, Disaster Management, Economics or related field relevant field, plus continued education through workshops, seminars, and related courses in related professional activities, exhibiting familiarity with related programs and applicable work.
  • This level may be achieved with five years’ experience since bachelor’s or four years since Master’s. Typical incumbent has 7-10 years’ experience (high school diploma or associate degree with significant relevant work experience may be considered).
  • Knowledge and skill in applying analytical and evaluative techniques to the identification, consideration, and resolution of a wide variety of grants administration issues and problems.
  • Have significant experience addressing strategic issues in disaster recovery operations, including issues that have complex political and programmatic elements.
  • Excellent oral and written communication skills.
  • Able to prioritize and handle multiple projects in a challenging work environment.
  • Able to work independently and/or manage a team.
  • Possess Strong organizational skills.
  • Have Exceptional research skills.
  • Are comfortable interacting with Clients and Client Stakeholders.
  • Have proficient computer skills (including MS Word, MS Excel, MS PowerPoint, Adobe Acrobat Professional).
  • Certified Floodplain Manager (CFM) preferred.

What we offer at AtkinsRéalis:  

AtkinsRéalis realizes that health, mental and financial wellbeing, are all equally needed to achieve balance in life. We are pleased to offer a robust rewards package that help our employees have peace of mind in and outside of work.  Our benefit offerings address all of the areas that are part of living a healthy life.   

We recognize that what is important to people, continues to change. Some of our other benefits to ensure our employees feel supported, include continuing to offer health and dental coverage for domestic partners and a full list below. Our culture is one of providing support and training for our employees to thrive. We offer learning and development programs, training, career pathing opportunities, and a tuition reimbursement plan. At AtkinsRéalis, you will enjoy a robust rewards package which includes: 

  • Competitive salary 
  • Flexible work schedules  Group Insurance 
  • Paid Family Leave  
  • Two Floating Holidays 
  • Paid Parental Leave (including maternity and paternity) 
  • Pet Insurance  
  • Retirement Savings Plan with employer match 
  • Employee Assistance Program (EAP) 
  • Learning and development programs, training, career opportunities and a highly regarded tuition reimbursement program 
  • An inclusive culture of Employee Resources Groups centered around women, African-Americans, Hispanics, LGBTQ+, Neurodiversity and Emerging Professionals. 
  • A Foundation that is employee-funded with a 2-to-1 match from the company providing STEAM education for minorities from K-12 to college 

If this sounds like you and you would like to expand your career with us, apply today!  

AtkinsRéalis is an equal opportunity, drug-free employer committed to diversity in the workplace.  EOE/Minorities/Females/Veteran/Disability. 

Please review AtkinsRéalis Equal Opportunity Statement here: 

https://careers.atkinsrealis.com/equal-opportunities-statement

AtkinsRéalis cares about your privacy and are committed to protecting your privacy.  Please consult our Privacy Notice on our Careers site to know more about how we collect, use and transfer your Personal Data. 

By submitting your personal information to AtkinsRéalis, you confirm that you have read and accept our Privacy Notice.   

Upon acceptance of an offer, all candidates must go through a drug screen test and background check. AtkinsRéalis is a federal contractor which mandates a satisfactory background screening report and drug test that supersedes state laws. 

Note to staffing and direct hire agencies: 

In the event a recruiter or agency who is not on our preferred supplier list submits a resume/candidate to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the right to recruit and hire the candidate(s) at our discretion and without any financial obligation to the recruiter or agency.  https://careers.atkinsrealis.com/recruitment-agencies 

Worker Type

Employee

Job Type

Regular

Proof of Delivery Coordinator – Accounts Receivable

James Hardie Building Products Inc. is the North American leader in fiber cement home siding and exterior design solutions. Hardie® products offer long lasting beauty and endless design possibilities with trusted protection and low maintenance. The company pioneered modern fiber cement building products and continues to invest in innovation to transform the industry. James Hardie is a high-performance organization, with an unwavering commitment to Zero Harm. The company proudly employs a diverse workforce of over 3,000 employees across operations in North America.

 Make your dream career a reality. It’s possible!

*** Remote Opportunity ***

The Proof of Delivery Coordinator will be responsible for requesting and obtaining proof of deliveries from freight carriers, maintaining the POD log and preparing and distributing a weekly status report to management.

What You’ll Do: 

  • Ensures proof of deliveries obtained from freight carriers are valid and legible
  • Maintain proof of delivery log ensuring required data is correctly logged
  • Manage requests for proof of deliveries for shipments of company orders by contacting freight carriers
  • Escalate aged requests with potential issues to the credit supervisor
  • Generate SAP report to identify shipments to specific ship to addresses that require proof of delivery
  • Maintain open communication with transportation team and escalate carrier issues
  • Develop and maintain relationships with freight carriers via phone and email communication
  • Prepare and distribute weekly stats report for management
  • Ensure that all policies and procedures are documented and current in the Credit Team manual
  • Review policies and procedures quarterly to ensure they are in accordance with the company’s goals and that they are cost effective
  • Provide recommendations for process improvements; implement and communicate once process improvements are approved

The position responsibilities outlined above are in no way to be construed as all encompassing.  Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.

What You’ll Bring: 

  • Associate’s degree and/or equivalent work experience required
  • Minimum of one year of experience working in a professional office environment
  • Basic Excel skills; intermediate preferred
  • Knowledge of shipping processes and procedures
  • Knowledge of basic accounting functions
  • Demonstrated high level of professionalism when interacting with customers, vendors, cross functional teams, and management
  • Good interpersonal and written/oral communication skills
  • Ability to apply attention to detail when researching discrepancies
  • Organized with accurate record keeping skills
  • Demonstrated ability to identify and understand issues and resolve customer inquiries and develop appropriate solutions quickly and effectively as well as escalate issues when needed
  • Willingness and ability to work as part of a team and contribute to the success of the group
  • Willingness and ability to accept and take on more projects and responsibility as requested
  • Basic skills with MS Office and ability to learn proprietary software

What You’ll Receive:

  • At James Hardie, we recognize that our success depends on our people. We’ve worked hard to build a generous and competitive benefits program that demonstrates our commitment to our employees. 
  • Comprehensive low-cost co-pay Health Insurance; medical, dental, prescription, and vision insurance benefits for every 30+ hour full-time employee. Insurance starts on day one!
  • 401(k) Retirement plan that will match 100% of employees saved dollars up to the first 6% of your salary
  • Paid holidays, paid vacation including Jury Duty and bereavement leave
  • Wellness Program
  • Employee Assistance Program 
  • Parental Leave

Medical Staff Credentialing Coordinator

Description

ScionHealth is recruiting for a Medical Staff Credentialing Coordinator to join our team!This is a remote position.

Job Summary

The Medical Staff Credentialing Coordinator coordinates the effective functioning of the credentialing process to ensure compliance with the State and Federal requirements, accreditation standards, Medical Staff Bylaws, Rules and Regulations, and applicable policies and procedures.

Job Responsibilities

  • Performs all aspects of credentialing, including appointment, reappointment, privileging, for approximately 500+ physicians and allied health practitioners.
  • Maintains confidential credential files and electronic medical staff database.
  • Exhibits a high degree of responsibility for confidential matters.

Knowledge/Skills/Abilities

  • Excellent oral and written communication and interpersonal skills.Ability to communicate in English effectively through verbal and written means to the extent necessary to perform job duties appropriately.Reading and comprehension at the level necessary to perform job duties appropriately.
  • Knowledge of State and Federal regulations and Joint Commission accreditation standards.
  • Independent problem solving and decision-making abilities.
  • Ability to maintain confidentiality of all patients and/or employee information to assure patient and/or employee rights are protected.
  • Ability to work under stress and to respond quickly in emergency situations.Ability to work cooperatively as a member of a team.
  • Demonstrates good interpersonal skills when working or interacting with patients, their families, and other staff members.


Qualifications

Education

  • Associate’s Degree or equivalent experience.

Experience

  • 2+ years’ experience with credentialing initial appointment and reappointment applications in an acute care hospital.
  • Experience with or direct involvement in a combined accreditation and licensing survey at an acute care hospital.

*Depending on a candidate’s qualifications, this role may be filled at a different level.