Vacancy expired!
Level 1Description:Responsibilities:SUMMARYA Retirement Operations Analyst is one who maintains strong functional knowledge of all aspects of the brokerage business with an emphasis on retirement account operations. The role will be focused on the management of retirement accounts.
RESPONSIBILITIES:• Customer Request Handling / Problem Resolution / Data Analysis – as assigned• Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including: contributions, distributions, processing conversions, recharacterizations, and state withholding reconciliation• Reconcile activities to ensure transactions are recorded with the proper books and entry coding• Assist the management team in developing metrics that demonstrate the progress / completion of retirement inquiry resolution• Execute on customer requests to move money out of retirement accounts• Understand tax implications of transactions in and out of different retirement account types• Resolve retirement account issues and document the resolution process• Deliver objective analysis of error trends and opportunities• Validate data integrity is maintained in client facing displaysQuality Assurance• Support strategic plans that enhance productivity through process efficiencies and automation• Follow established procedures and quality assurance for retirement processes• Develop and lead account reconciliation effortsProject Work• Perform different levels of testing which may include system testing, usability/GUI testing, regression testing and business user acceptance testing• Support creation, modification and review of test plan and test summary documents• Manage annual notification, reconciliation, tax document review and other periodic activities• Develop metrics that demonstrate the progress / completion of functionality testing• Ensure that the status reports produced are accurate, relevant, complete, and actionableQualifications:REQUIREMENTSBasic• 3-5 years of experience with retirement account operations, IRS rules, and/or tax reporting obligations• Analytical thinker, with excellent written and verbal communication• Detail oriented with strong organizational skills• Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives• Adaptable to dynamic work environments and priorities• Demonstrate ownership and sense of urgency in resolving inquiries and issues• Proven effectiveness in fast-paced, demanding, client-driven environment.• Ability to perform and deliver within tight deadlines• A challenging and inquiring mind• Attention to detail and tenacityVacancy expired!