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Chedraui USA

Service Clerk - 529 Lawndale

Lawndale, CA · On-site

$18/hr

Service Clerk - 529 Lawndale 529 - Lawndale Extra Starting Rate $18.00 per hour Do you? * Provide excellent Customer Service? * Love your Community? * Love Food? Join our Smart & Final store ...

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What are the key skills and qualifications needed to thrive as a 529 plan administrator, and why are they important?

To thrive as a 529 plan administrator, you need expertise in financial management, compliance, and knowledge of education savings plans, typically backed by a degree in finance or business. Familiarity with investment management software, regulatory reporting systems, and relevant certifications like Series 6 or 63 is often required. Strong attention to detail, communication, and organizational skills help ensure accurate account management and effective client service. These abilities are essential for maintaining regulatory compliance, supporting families' education savings goals, and ensuring trust in plan operations.

What are 529 plan administrators?

529 plan administrators are professionals or organizations responsible for managing and overseeing 529 college savings plans. These plans are tax-advantaged investment accounts designed to help families save for education expenses. Administrators ensure that the plan complies with federal and state laws, manage the investment options, and handle account maintenance. They may work for state governments, financial institutions, or private companies that sponsor these plans.

What is the difference between 529 vs Bookkeeper?

Aspect529Bookkeeper
Required credentialsTypically no formal credentials required, but knowledge of finance or accounting helpsOften requires bookkeeping certifications or experience
Work environmentFinancial institutions, investment firms, or educational settingsSmall to medium businesses, accounting firms, or organizations
Industry usageFinance, education, and investment sectorsBusiness, finance, and accounting sectors

While a 529 plan is a tax-advantaged savings plan for education expenses, a bookkeeper manages financial records for organizations. Both roles involve financial knowledge, but they serve different functions and industries. Understanding these differences helps clarify career paths and job expectations.

What are some common challenges faced by professionals in a 529 plan administrator role, and how can they be addressed?

Professionals managing 529 plan administration often encounter challenges such as keeping up with evolving federal and state regulations, ensuring accurate recordkeeping, and effectively communicating complex plan details to participants. Staying current with compliance requirements and investing in ongoing professional development can help mitigate regulatory risks. Collaboration with finance, legal, and customer service teams is essential for maintaining operational efficiency and delivering a positive experience for account holders.
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529 jobs near you

529 CSG Operations Vice President

Union Bank & Trust Company

Lincoln, NE • On-site

Full-time

Posted 10 days ago

Job description

Position Summary: The 529 CSG Operations Vice President is responsible for the strategic management and overall daily operational activities of the 529 College Savings Operational Group. This position oversees the participant, back office and financial advisor accounting aspects of the Illinois Bright Directions plan, the Alabama CollegeCounts Direct and Advisor plans, and the Nebraska NEST Direct, NEST Advisor, State Farm, and Bloomwell 529 plans (representing over $20 bil in plan assets and 635k investor accounts). This position is directly involved in the leadership of the 529 College Savings Operations area, has expertise with workflow and technology systems and processes, talent oversight and development, ongoing process review and enhancements, and 529 and systems technical expertise.
Essential Functions:
  • Provide strategic leadership and is responsible for the performance of the daily operations group, quality control, Broker/Dealer, and pricing teams.
  • Lead, mentor and manage direct reports in College Savings 529 Operations.
  • Lead teams that are responsible for the workflow, processes, and staffing for the 529 College Savings Group that handles annual volumes: $2.5+ billion in incoming contributions, 100,000 new accounts, and over $1.5 billion in outgoing payments.
  • Design and implement policies, procedures, processes, controls that lead to the effective management and risk mitigation of a high dollar transaction team that processes multiple billions of financial transactions annually.
  • Involvement with Broker Dealer back office coordination, reporting, commission payouts, and high-level servicing.
  • Ability to nurture a work environment of ongoing process improvement to ensure the timely, effective, efficient, and risk mitigating structure.
  • Develop and generate of data reports required for State weekly, monthly, quarterly and annual reporting and reports.
  • Assist in preparing and monitoring the CSG Operations budget.
  • Oversee performance, development, and strategic priorities for the College Savings Operations Officer team
  • Ensure compliance with 529 Laws and contract/service level standards with the State of Alabama, Illinois, and Nebraska.
  • Implement and enhance ongoing training for new employees and procedures.
  • Identify efficiencies and maximize utilization of technology.
  • Keep abreast of technical/legislative changes that impact 529 compliance and communicate those changes to the staff.
  • Oversee and verify the organized, professional and timely processing of all operational items related to the 3 State Programs we manage (comprising 7 separate plans).
  • Prepare and review departmental reconciliation's (cash, unit, and market values).
  • Implement, maintain, and test a disaster recovery plan.
  • Represent CSG in interdepartmental bank committees to ensure alignment and collaboration
  • Oversee maintenance and enhancements to the 529 Accounting System (PowerAgent) and related websites, driven by business requirements and efficiency findings
  • Provide oversight and direction in resolving escalated or atypical customer and broker-dealer home-office issue
  • Produce recurring and ad-hoc reports using the 529 PowerAgent platform.
  • Ensure direct reports are trained and comply with bank policy, laws and regulations applicable to their roles. Monitor direct and indirect reports' adherence to internal controls and take action to address employee performance issues.
  • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training. Follow internal processes and controls as required.
  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
  • Regular and reliable attendance is an essential function of this position.
  • Performs other job-related duties or special projects as assigned.

Qualifications:
  • Bachelor's Degree in Accounting or equivalent experience required.
  • Fifteen plus years of 529 and/or recordkeeping experience required.
  • Fifteen years of supervisory experience required.
  • Expertise in utilizing and configuring industry related recordkeeping platforms such as PowerAgent, NSCC, DTCC.
  • Proficient in Microsoft Word, Excel and in working with other financial software.

Preferred Talents:
  • Self-directed and takes initiative
  • Strong decision-making skills
  • Accurate and detailed
  • Effective communicator- both verbal and written
  • Organized, deadline driven and time efficient
  • Independent with good judgment
  • Analytical and problem solver

Working Environment:
  • Sedentary work, occasional lifting and/or carrying up to 20 pounds.
  • Indoor work not exposed to outdoor elements or hazards.
  • This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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