Retirement Operations Analyst

Job DescriptionJob Description

Position Type:

• Contract
• On-site

Required:

• Required: Associate’s or Bachelor’s Degree.
• / Desired:
  • 1-2 years' experience with Retirement product and services (highly desired).
  • Knowledge of IRS Contributions and Distribution rules.
  • Excel experience.
• 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.
• Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.

Responsibilities:

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

Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.