Retirement Operations Analyst
Company: Zealogics
Location: Jersey City, NJ
Experience: • 3-5 years
Job Descriptions
Retirement Operations Analyst
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
- Deliver objective analysis of error trends and opportunities
- Validate data integrity is maintained in client facing displays
Quality Assurance
- Support strategic plans that enhance productivity through process efficiencies and automation
- Follow established procedures and quality assurance for retirement processes
- Develop and lead account reconciliation efforts
Project Work
- Perform different levels of testing which may include system testing, usability/GUI testing, regression testing and business user acceptance testing
- Support creation, modification and review of test plan and test summary documents
- Manage annual notification, reconciliation, tax document review and other periodic activities
- Develop metrics that demonstrate the progress/completion of functionality testing
- Ensure that the status reports produced are accurate, relevant, complete, and actionable
Qualifications:
REQUIREMENTS
Basic
- 3-5 years of experience with retirement account operations, IRS rules, and/or tax reporting obligations
- Analytical thinker, with excellent written and verbal communication
- Detail oriented with strong organizational skills
- Ability to manage multiple projects, prioritize tasks, and work against multiple 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
- Attention to detail and tenacity
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