Retirement Operations Support
Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Eteam with the position of Retirement Operations Support - Eteam which was opened this.
If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Retirement Operations Support - Eteam below matches your qualifications.
...
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
How to Submit an Application:
After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Retirement Operations Support job info - Eteam Jersey City, NJ above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Retirement Operations Support job info - Eteam Jersey City, NJ in 2025-09-17 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.
Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: support@jobthird.com
Post Date : 2025-09-17 | Expired Date : 2025-10-17
Recomendations Jobs
-
2025-10-09
-
2025-08-15
-
2025-10-09
-
2025-10-09
