Retirement Operations Support

Eteam | Jersey City, NJ | US
Job Role - Retirement Operations Support Location - Jersey City, NJ - Onsite - 07311 Duration - 12 Months

TOP SKILLS - Associates or Bachelors REQUIRED *** - Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.

REQUIRED - Associates or Bachelors Degree

PREFERRED/DESIRED - 1-2 years experience with Retirement product and services (highly desired) - Knowledge of IRS Contributions and Distribution rules - Excel experience

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

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 • Validate data integrity is maintained in client facing displays

QUALIFICATIONS • 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  


Information :

  • Company : Eteam
  • Position : Retirement Operations Support
  • Location : Jersey City, NJ
  • Country : US
Next Process

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Post Date : 2025-09-17 | Expired Date : 2025-10-17

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