Retirement Operations Analyst
Job DescriptionJob Description
Job Title: Retirement Operations Analyst
Location: Jersey City, NJ (Onsite)
Pay Rate: $28/hour (contract role)
Schedule: Full-time
About the Role
We are hiring a Retirement Operations Analyst to support retirement account operations. This role involves processing contributions, distributions, conversions, and tax reporting, while ensuring accuracy and compliance with IRS rules. The ideal candidate has strong analytical skills, attention to detail, and experience with retirement products or services.
Key Responsibilities
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Process and reconcile retirement account transactions (contributions, distributions, conversions, recharacterizations)
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Handle customer requests and resolve retirement account issues
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Execute money movement requests and validate data accuracy
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Support tax reporting (590A, 590B, 1099R, 1099Q, 5498, 5498ESA)
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Maintain compliance with IRS contribution and distribution rules
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Document resolutions and support data integrity in client-facing systems
Qualifications
Required:
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Associate’s or Bachelor’s degree
:
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1–2 years of experience with retirement products/services
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Knowledge of IRS retirement rules and tax forms
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Proficiency in Excel
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Strong communication, organizational, and problem-solving skills
This is a full-time, onsite contract position in Jersey City, NJ. Pay rate is $28/hour.
Company DescriptionRussell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.Company DescriptionRussell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.