Finance - Retirement Operations

3 weeks ago


Sandy, United States Northpointe Staffing Professionals Full time

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 fast-paced, demanding, client-driven environment.

• Ability to perform and deliver within tight deadlines

• A challenging and inquiring mind


REQUIRED

- Associate’s or Bachelor’s Degree


TOP SKILLS

- Associate's or Bachelor's REQUIRED ***

- Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA...


IRS publication 590A- is the IRS regulations for IRA contributions.

IRS publication 590B- is the IRS regulations for IRA distributions.


1099R is the distribution tax form from a Retirement account.

1099Q is the distribution tax form from a Coverdell account.

5498 is the contribution tax form from a Retirement account.

5498ESA is the contribution tax form from a Coverdell account.


PREFERRED/DESIRED

- 1-2 years' experience with Retirement product and services (highly desired)

- Knowledge of IRS Contributions and Distribution rules

- Excel experience


  • Finance Manager

    2 days ago


    Sandy Springs, United States Northside Hospital Full time

    Northside Hospital is a leading healthcare provider in the Atlanta area, offering a comprehensive range of medical services. We are committed to providing exceptional patient care and creating a positive work environment for our employees.We are hiring a Coordinator of Operating Budgets & Reporting to manage a team of analysts. Responsibilities:Coordinate...


  • Sandy, United States Northpointe Staffing Professionals Full time

    Individual will be part of operations which is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and...


  • Sandy, Oregon, United States Cascadia Village Operations LLC Full time

    Job DescriptionMedication AideType: Full and Part Time available Shift: Various, weekend availability neededWage: $17-21/hr DOEBenefits: Employee Medical Benefits starting at $17.50 per pay period for Regence or Kaiser for full time employees.Responsibilities:Provide care for residents and assist in updating each resident's service planAdminister medications...


  • Sandy, United States Live for Life Full time

    Financial Operations Specialist Job DescriptionLive for Life is a collaborative and inclusive work environment that fosters a culture of excellence. As a Financial Operations Specialist, you will play a vital role in supporting our team and ensuring smooth office operations.Key Responsibilities:Manage financial records, including accounts payable and...


  • Sandy, United States Russell Tobin Full time

    12 months contract (possibility to convert)Pay Range: $24-26/hour during the contractLocation: Hybrid in Sandy UTTax/Retirement Operations AnalystThe Retirement Operations Analyst supports various aspects of retirement account operations, ensuring compliance with tax regulations and handling client inquiries. This role is ideal for someone with a strong...


  • Sandy, United States Russell Tobin Full time

    12 months contract (possibility to convert)Pay Range: $24-26/hour during the contractLocation: Hybrid in Sandy UTTax/Retirement Operations AnalystThe Retirement Operations Analyst supports various aspects of retirement account operations, ensuring compliance with tax regulations and handling client inquiries. This role is ideal for someone with a strong...


  • Sandy, United States Russell Tobin Full time

    12 months contract (possibility to convert)Pay Range: $24-26/hour during the contractLocation: Hybrid in Sandy UTTax/Retirement Operations AnalystThe Retirement Operations Analyst supports various aspects of retirement account operations, ensuring compliance with tax regulations and handling client inquiries. This role is ideal for someone with a strong...


  • Sandy Springs, United States GSI Full time

    At GSI, we're seeking a highly analytical Business Operations Analyst to support our sales organization with pricing proposals, predictive spending analysis, and day-to-day activities. This role will involve partnering with the sales team to ensure pricing discipline in deals, providing support on new business and renewal matters, and collaborating with...


  • Sandy, United States Russell Tobin Full time

    Job Title: Tax Operations AnalystJob Summary:Russell Tobin is seeking a highly skilled Tax Operations Analyst to join our team. As a key member of our operations team, you will be responsible for ensuring compliance with tax regulations and providing exceptional support to our clients.Key Responsibilities:Handle customer inquiries and resolve issues related...


  • Sandy Springs, GA, USA, United States Newell Brands Full time

    Job SummaryThe Senior Finance Manager (Writing Division) will partner with the brand development team, sales planning, and operations finance teams to drive profitable growth for the business. This role will serve as the brand finance lead for the Sharpie Brand, providing enhanced business partnering via financial insights that guide choices and...


  • Sandy Springs, United States GSI Full time

    Job Title: Sales Operations SpecialistGlobal Medical Device CompanyAn international medical company is hiring a Business Sales Analyst to join its dynamic contracts and sales team. In this role, you will support the sales organization with pricing proposals, predictive spending analysis, and day-to-day activities. You will partner with the sales team to...


  • Sandy Springs, United States GSI Full time

    Job Title: Sales Operations SpecialistGlobal Medical Device CompanyAn international medical company is hiring a Business Sales Analyst to join its dynamic contracts and sales team. In this role, you will support the sales organization with pricing proposals, predictive spending analysis, and day-to-day activities. You will partner with the sales team to...


  • Sandy, Oregon, United States Cascadia Village Operations LLC Full time

    Job SummaryAs a Medication Technician at Avamere Cascadia, you will play a vital role in providing daily health services and medication needs to our residents. We are seeking a dedicated and compassionate individual to join our team.ResponsibilitiesAdminister medications as ordered by the attending physician, following current policies and procedures.Provide...

  • LPN Unit Manager

    3 weeks ago


    Sandy Spring, United States Brooke Grove Retirement Village Full time

    LPN Unit Manager Job DescriptionAt Brooke Grove Retirement Village, we are seeking a skilled LPN Unit Manager to oversee the day-to-day operations of our first floor nurses station. As a key member of our nursing team, you will be responsible for managing nursing services, treatment, and documentation to ensure it is provided in a safe and appropriate...


  • Sandy, Oregon, United States Avamere Sandy Operations LLC Full time

    Job DescriptionMedication AideType: Full-TimeShift: Swing shift, 2-10pm, Various schedule, weekend availability neededWage: $18.57-$24.23/hr DOEBenefits: Employee Medical Benefits starting at $17.50 per pay period for Regence or Kaiser for full time employees.Attendance Bonus: The perfect attendance bonus in a pay period will be $100.00 for a full-time...


  • Sandy Spring, United States Conduent State Healthcare, LLC Full time

    Welcome to a dynamic opportunity at Conduent State Healthcare, LLC, where you can leverage your expertise to drive exceptional outcomes for our clients and their constituents. As a seasoned professional in the healthcare industry, you will possess a unique blend of skills, experience, and passion for delivering high-quality services.We are seeking an...

  • RN - Unit Manager

    3 weeks ago


    Sandy Spring, United States Brooke Grove Retirement Village Full time

    RN - Unit Manager Full Time Monday - Friday 8am - 4pm + on call rotation as needed **Pay Rate up to $51/hour**Our mission is to "Touch People's Lives", and to us, it is more than a mission, it is a way of life! At Brooke Grove Retirement Village (part of Brooke Grove Foundation), we understand that all of us touch the lives of those we encounter, and we...

  • LPN - Unit Manager

    1 month ago


    Sandy Spring, United States Brooke Grove Retirement Village Full time

    LPN - Unit Manager Full Time Monday - Friday 8am - 4pm + on call rotation as needed **Pay Rate up to $40/hour**Our mission is to "Touch People's Lives", and to us, it is more than a mission, it is a way of life! At Brooke Grove Retirement Village (part of Brooke Grove Foundation), we understand that all of us touch the lives of those we encounter, and we...

  • RN - Unit Manager

    1 week ago


    Sandy Spring, United States Brooke Grove Retirement Village Full time

    RN - Unit Manager Full Time Monday - Friday 8am - 4pm + on call rotation as needed **Pay Rate up to $51/hour**Our mission is to "Touch People's Lives", and to us, it is more than a mission, it is a way of life! At Brooke Grove Retirement Village (part of Brooke Grove Foundation), we understand that all of us touch the lives of those we encounter, and we...


  • Sandy, United States Wendy's Full time

    Why Wendy'sQuality is our RecipeAt Wendy's, we're committed to serving up more than just great food - we're dedicated to creating an exceptional experience for our customers and employees alike. As an Assistant Manager, you'll play a key role in leading our team to success by providing top-notch service, coaching and developing team members, and driving...