Retirement Operations Analyst job in Jersey

Retirement Operations Analyst

Location: Jersey City, NJ

Experience: • 3-5 years

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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