Overview
On Site
$28
Contract - W2
Contract - 12 Month(s)
Skills
Retirement Tax Reporting
Data Analysis
Retirement Accounts
Customer Service
Job Details
Retirement Tax Operation
28.15/hr W2 without benefits
Onsite - Jersey City NJ Plaza 2
12 Months Contract
TOP SKILLS
- Associate's or Bachelor's REQUIRED ***
- Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.
REQUIRED
- Associate s or Bachelor s 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 emphasis 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 a fast-paced, demanding, client-driven environment.
Ability to perform and deliver within tight deadlines
A challenging and inquiring mind.
- Associate's or Bachelor's REQUIRED ***
- Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.
REQUIRED
- Associate s or Bachelor s 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 emphasis 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 a fast-paced, demanding, client-driven environment.
Ability to perform and deliver within tight deadlines
A challenging and inquiring mind.
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