Retirement Operations Analyst job in Jersey city

Retirement Operations Analyst

Company: Zealogics

Location: Jersey City, NJ

Experience: • 3-5 years



Job Descriptions

Retirement Operations Analyst



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





  • 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

More Details

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