Retirement Operations Analyst

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Job description

Duration: 12 + Months contract

Job Description:

Hybrid: Monday and Friday - WFH; Tuesday, Wednesday, and Thursday in office Shift: 8:30 - 5:30 w/ 1 hour lunch Shift (UT): 6:30 - 3:30 MT (still supporting ET time zone)

Top Skills:

Associate's or Bachelor's Degree Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA IRS publication 590A- is the IRS regulations for IRA contributions. IRS publication 590B- is the IRS regulations for IRA distributions. 1099R is the distribution tax form from a Retirement account. 1099Q is the distribution tax form from a Coverdell account. 5498 is the contribution tax form from a Retirement account. 5498ESA is the contribution tax form from a Coverdell account.

Preferred/Desired

1-2 years' experience with Retirement product and services

Knowledge of IRS Contributions and Distribution rules

Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.

Excel experience

A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.

Responsibilities:

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

Validate data integrity is maintained in client facing displays

Experience:

Associate's or Bachelor's Degree Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA Preferred/Desired

1-2 years' experience with Retirement product and services

Knowledge of IRS Contributions and Distribution rules

Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.

Excel experience

Skills:

Experience with retirement account types desirable, IRS rules, and/or tax reporting obligations

Analytical thinker, with excellent written and verbal communication

Detail oriented with strong organizational skills

Ability to prioritize multiple tasks, and work against 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

Education:

Associate's or Bachelor's Degree

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