Company:
Hired by Matrix
Location: Jersey City
Closing Date: 21/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Retirement Operations Analyst!
What You'll Do:
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.
What You’ll Bring:
Associate’s or Bachelor’s Degree is required.
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.
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.
Prioritize multiple tasks, and work against deadlines and objectives.
A challenging and inquiring mind.
Preferred:
1-2 years' experience with retirement product and services.
Knowledge of IRS Contributions and Distribution rules.
Excel experience.
Position Type: Contract
Get in Touch:
We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Sachin at (phone number removed) to learn more.
Who We Are:
Since 1986, Hired by Matrix, Inc., has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.
Connect with us on LinkedIn today and learn more about how HbM can change your career:
Check out our Career Center:
#HbM266
Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Retirement Operations Analyst!
What You'll Do:
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.
What You’ll Bring:
Associate’s or Bachelor’s Degree is required.
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.
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.
Prioritize multiple tasks, and work against deadlines and objectives.
A challenging and inquiring mind.
Preferred:
1-2 years' experience with retirement product and services.
Knowledge of IRS Contributions and Distribution rules.
Excel experience.
Position Type: Contract
Get in Touch:
We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Sachin at (phone number removed) to learn more.
Who We Are:
Since 1986, Hired by Matrix, Inc., has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.
Connect with us on LinkedIn today and learn more about how HbM can change your career:
Check out our Career Center:
#HbM266
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