Banking and Financial Services Jobs in Churchville, NY
5 positions found
Company Overview
Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.
For more information about Daybright Financial, please visit our website:
We are currently seeking a full-time Participant Support Representative to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.
On-site training is required for the first 3 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!
Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.
Job Description
The Participant Support Representative is a reliable professional responsible for answering incoming phone calls, making outbound calls, using company policies to solve customer issues, guiding callers through navigating the company website, and routing calls to the managerial team when necessary. The Representative must commit to customer satisfaction and the ability to provide detailed and accurate information.
Responsibilities
- Ability to take outbound and inbound calls while taking the appropriate action based on the clients’ needs.
- Educate clients on IRS guidelines, and compliance on 403b & 457b plans.
- Provide technical support and troubleshoot participant actions on the website, including filling out forms and uploading documents.
- Input data into system platforms and keep caller’s records updated. Must be able to keep system platforms up to date by inputting new clients’ information and tracking changes.
- Uphold customer satisfaction to the highest standards while maintaining the Center’s KPIs.
- Ability to audit and cross reference data as needed across the different platforms available
- Regularly attend department and company meetings and training sessions to stay updated on policies and procedures.
- Other duties as assigned.
Education and Experience
- High School Diploma or equivalent
- Prior experience in a call center or high-volume customer service environment.
- Experience in pension, retirement, and/or benefits administration a plus.
Additional Competencies
Language Skills
- Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants in a thorough, and easy to understand manner.
- Bilingual in Spanish, a plus.
Mathematical Skills
- Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.
Work Environment
- Duties are performed in an office environment/hybrid with a call center atmosphere
- Typical work hours are 8:30 a.m. – 5:00 p.m., Monday through Friday. Later shifts are available with management approval.
- In this position, you may interact with plan participants, plan sponsors, financial advisors & administration through calls or emails, in addition to interactions with internal company staff at other locations such as Rochester, NY.
Company Overview
Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.
For more information about Daybright Financial, please visit our website: are currently seeking a full-time Transaction Processor to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.
On-site training is required for the first 6 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!
Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.
Job Description
The Transaction Processing Team is responsible for accurately entering and processing retirement plan transaction requests within the 403(b)/457 industry. This includes service provider form entry, as well as processing participant transactions such as distributions, loans, hardships, transfers, and other plan-related activities. Daily responsibilities also involve communicating with clients, participants, and advisors to resolve incomplete or incorrect information. Additional responsibilities may include answering telephone inquiries, imaging documents, and performing other administrative tasks as needed.
Responsibilities
- Review and enter data from source documents into designated systems with a high degree of accuracy.
- Detail-oriented, with strong analytical skills to identify, verify, and input transaction information accurately.
- Professional and courteous telephone manners, with the ability to address questions, provide policy and procedural details, and maintain participant confidentiality.
- Ability to prioritize workload and manage multiple tasks simultaneously while meeting strict processing deadlines.
- Ability to work independently within the scope of assigned responsibilities.
- Strong verbal and written communication skills.
- Prioritize inbound calls from Call Center as needed.
Job Qualifications
- Proficiency in Microsoft Outlook, Excel, and Word are required.
- Must have strong communication and organizational skills along with attention to detail.
- Working knowledge of file directory structure to be able to move, copy, and paste files.
- Ability to work well under pressure and meet deadlines in a fast-paced environment.
- Strong sense of urgency.
Education And Experience
- Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry, required.
- Associate or bachelor’s degree, preferred.
- Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.
- Benefits administration experience a plus.
Additional Competencies
Mathematical Skills
- Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division.
- Ability to audit and cross reference data.
Physical Demands
- Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
- Reasonable accommodations may be made to enable individuals with disabilities to perform
- essential functions.
Work Environment
- Office setting.
- Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday
- Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.
Company Overview
Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA” certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.
For more information about Daybright Financial, please visit our website: are currently seeking a full-time Remittance Specialist to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.
On-site training is required for the first 6 months. Successful completion of training may result on hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!
Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.
Job Description
Remittance Specialists are responsible for processing payroll files with participant contributions, handling incoming and outgoing communication via phone and email, solving client issues, and assisting other team members.
The ideal candidate will be reliable, professional, detailed, and have strong commitment to working as a team.
Responsibilities
- Prepare Excel payroll files from clients for disbursement of funds to service providers.
- Communicate regularly with payroll staff via phone and email to ensure accurate data is exchanged and any errors corrected. Specialists must provide timely response with clients, and quick problem solving.
- Work in partnership with banking specialists to support assigned clients.
- Process payroll files through database
- Review reports for inaccuracy and contact clients for clarification as needed.
- Send, track, and follow-up on correspondences from clients and participants.
- Resolve complex issues that require research and investigation.
- Input data into system platforms and keep records updated.
- Communicate effectively at various levels within the company and clients alike.
- Regularly attend department and company meetings and training sessions.
- Receive and process files in preparation for distribution of funds (Elective and Non-elective Funds).
- Research and correct exceptions/differences identified through validation process.
- Process checks (two check-runs per week)
- Communicate via email and phone with clients to ensure appropriate notification and completion of files processed.
- File and other administrative duties as needed.
Job Qualifications
- Must have good communication skills and attention to detail.
- Proficiency in Microsoft Outlook, Excel, Word and QuickBooks are required.
- Working knowledge of file directory structure to be able to move, copy, and paste files.
- Excellent communication and organizational skills.
- Ability to work well under pressure and meet deadlines in a fast-paced environment.
- Strong sense of urgency.
Education And Experience
- Associate or bachelor’s degree, preferred.
- Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry.
- Benefits administration experience a plus.
- Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.
ADDITIONAL COMPETENCIES
Mathematical Skills
- Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.
- Ability to audit and cross reference data.
Physical Demands
- Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
- Reasonable accommodations may be made to enable individuals with disabilities to perform
- essential functions.
Work Environment
- Office setting.
- Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday.
- Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
At MVP Health Care, we're on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference-every interaction, every day. We've been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team.
What's in it for you:
- Growth opportunities to uplevel your career
- A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
- Competitive compensation and comprehensive benefits focused on well-being
- An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.
You'll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities.
As a Sr. FP&A Business Partner you will play an active role in supporting department leadership and their teams in making informed decisions. In addition to budgeting and forecasting, FP&A partners use their curiosity and strategic mindset to provide insightful analysis and a proactive approach to problem solving.
Responsibilities
- Work with the business to understand needs, goals, strategies, and challenges, and how to help prioritize opportunities for improvement
- Support the business in developing accurate budget and forecast projections for expense, capital, and headcount
- Track actual performance versus budget/forecast and ensure business and finance leadership understand significant variances
- Support business in ROI analysis while always constructively reviewing and refining business partner assumptions
- Actively lead key department processes and support leadership in mentoring teammates and driving cross-functional process improvements
- Actively participate in month/year-end close processes to ensure accurate internal and external financial reporting
- Proactively make recommendations based on data and analysis, and identify opportunities for efficiencies.
- Maintain strong partnerships with FP&A reporting team and senior business leaders across finance organization
- Effectively prioritize business problems based on urgency and relevance
- Clarify decision trade-offs to internal customers
- Other duties as assigned
Position Qualifications
Minimum Education:
B.A. or B.S in finance, accounting, economics, or business is required. MBA preferred.
Minimum Experience
7+ years of relevant experience
Required Skills
- A curious and strategic mindset that drives a proactive and data-driven approach to problem solving
- Excellent verbal and written communication skills and ability to the story behind the numbers in terms business partners understand
- Advanced MS Excel, Word, and PowerPoint skills
- Advanced financial modelling skills
- Strong knowledge of GAAP and Financial principles
- Ability to develop a strong understanding of the business
- Ability to build partnerships, influence decisions and work in a collaborative style
- Takes initiative and executes independently
Pay Transparency
MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role.
We do not request current or historical salary information from candidates.
$93,667.00-$124,576.75
MVP's Inclusion Statement
At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration.
MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications.
To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at .
