Retirement Specialist $75k Hybird

4 weeks ago


New York, United States IT Accel Full time
Job DescriptionJob Description

Primary Responsibilities

  • Conduct yearly reconciliation for death benefit payments.
  • Generate weekly meeting reports using departmental data and analytics.
  • Review and input tax withholdings for members, ensuring compliance with IRS regulations.
  • Handle daily annuity estimate requests efficiently.
  • Assess, calculate, and establish monthly annuity payments accurately.
  • Make decisions on retirement benefit distribution approvals or denials.
  • Reconcile stale-dated distribution payments with banks and manage returns to trust.

Qualifications/Position Requirements

  • 2 years of relevant experience
  • Proficiency in Excel required.
  • Strong analytical, math and data-entry skills
  • Series 6 license (a plus)

Benefits

  • 100% paid medical, dental and vision benefits
  • 13% 401k match
  • Pension
  • Bonus

 

Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from all qualified individuals regardless of race, religion, gender, sexual orientation, age, disability, or any other legally protected status.

Company DescriptionIT Accel, Inc. is a New York-based IT placement firm committed to the development of contract and permanent technology professionals. Our placement services provide top IT executives, IT managers, and technical professionals to some of the world’s most respected corporations.Company DescriptionIT Accel, Inc. is a New York-based IT placement firm committed to the development of contract and permanent technology professionals. Our placement services provide top IT executives, IT managers, and technical professionals to some of the world’s most respected corporations.
  • Operations Specialist

    1 month ago


    New York, United States Mai Placement Full time

    Job DescriptionJob DescriptionOperations SpecialistBrooklyn, NY65k - 75kWe are seeking an Operations Manager to drive efficiency and excellence in healthcare delivery.**Responsibilities:**1. Improve operational efficiency and reduce costs.2. Streamline workflows and enhance productivity.3. Ensure compliance with regulations and standards.4. Manage resources...

  • Operations Specialist

    2 weeks ago


    New York, United States Mai Placement Full time

    Job DescriptionJob DescriptionOperations SpecialistBrooklyn, NY65k - 75kWe are seeking an Operations Manager to drive efficiency and excellence in healthcare delivery.**Responsibilities:**1. Improve operational efficiency and reduce costs.2. Streamline workflows and enhance productivity.3. Ensure compliance with regulations and standards.4. Manage resources...


  • New York, United States IT Accel Full time

    Job DescriptionJob DescriptionPrimary ResponsibilitiesConduct yearly reconciliation for death benefit payments.Generate weekly meeting reports using departmental data and analytics.Review and input tax withholdings for members, ensuring compliance with IRS regulations.Handle daily annuity estimate requests efficiently.Assess, calculate, and establish monthly...


  • New York, United States IT Accel Full time

    Job DescriptionJob DescriptionPrimary ResponsibilitiesConduct yearly reconciliation for death benefit payments.Generate weekly meeting reports using departmental data and analytics.Review and input tax withholdings for members, ensuring compliance with IRS regulations.Handle daily annuity estimate requests efficiently.Assess, calculate, and establish monthly...


  • New York, United States Airpay Full time

    AirPay is looking for an experienced insurance verification specialist to join our fast-growing company. Our team has built the industry-leading insurance verification software product, growing 5x last year. We're on pace to grow at this rate in 2024, bringing on more clients - including top 10 DSOs - and expand our capabilities to cover more of the revenue...


  • New York, United States Simpson Thacher & Bartlett LLP Full time

    **Description/Job Summary** The Knowledge Specialist is a central part of the team responsible for supporting the day-to-day administration and management of the Firm's Knowledge resources for our practice groups. The Knowledge Specialist will work closely with our KM Lawyers and the Associate Director of Knowledge Management to support efforts to capture...


  • New York, United States Career Developers Full time

    Refer a friend: Referral fee program Career Developers Inc , a well-established staffing agency/consulting firm, is celebrating 30 years in business. Previously in Ramsey, NJ for 25 years and now headquartered in sunny West Palm Beach, FL, we offer comprehensive commercial and government staffing services nationwide (GSA Contract holder). With a portfolio of...


  • New York, United States The Next Practice Full time

    Position Overview:The Next Practice Group is seeking a Technical Support Specialist, I to join our growing IT Team within our shared services group.As a Technical Support Specialist, you will provide remote and in-person technical support for varying technologies and software.Responsibilities:Installs, modifies, and makes minor repairs to computer hardware...


  • New York, United States The Next Practice Full time

    Position Overview: The Next Practice Group is seeking a Technical Support Specialist, I to join our growing IT Team within our shared services group. As a Technical Support Specialist, you will provide remote and in-person technical support for varying technologies and software. Responsibilities: Installs, modifies, and makes minor repairs to computer...


  • New York, United States The Next Practice Full time

    Position Overview:The Next Practice Group is seeking a Technical Support Specialist, I to join our growing IT Team within our shared services group.As a Technical Support Specialist, you will provide remote and in-person technical support for varying technologies and software.Responsibilities:Installs, modifies, and makes minor repairs to computer hardware...


  • New York, United States The Next Practice Full time

    Position Overview:The Next Practice Group is seeking a Technical Support Specialist, I to join our growing IT Team within our shared services group.As a Technical Support Specialist, you will provide remote and in-person technical support for varying technologies and software.Responsibilities:Installs, modifies, and makes minor repairs to computer hardware...


  • New York, United States The Next Practice Full time

    Position Overview:The Next Practice Group is seeking a Technical Support Specialist, I to join our growing IT Team within our shared services group.As a Technical Support Specialist, you will provide remote and in-person technical support for varying technologies and software.Responsibilities:Installs, modifies, and makes minor repairs to computer hardware...


  • New York, United States Vestwell Full time

    Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...


  • New York, United States Vestwell Full time

    Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...


  • New York, United States AGMA Health and Retirement Funds Full time

    Job DescriptionJob DescriptionDuration: Temporary Position (1-Month Contract), with potential for extensionHourly Rate: $21/hourContract Type: 1099Work Hours: 10:00 AM - 6:00 PM (1-hour lunch break), Monday to Friday (35 hours/week)Location: In-Office Position Only (No Remote)Start Date: ImmediateOverview: We are seeking a skilled and detail-oriented Project...


  • New York, United States Wynd Labs Full time

    Job DescriptionJob DescriptionWeb Scraping Specialist$75k – $125k • 0.06% – 3.0%Wynd is an early-stage startup empowering access to public web data. Wynd Labs enables access to public web data through decentralized data scraping tools such as our first product, Grass.Grass is a network sharing application that allows users to sell their unused internet...


  • New York, United States Wynd Labs Full time

    Job DescriptionJob DescriptionWeb Scraping Specialist$75k – $125k • 0.06% – 3.0%Wynd is an early-stage startup empowering access to public web data. Wynd Labs enables access to public web data through decentralized data scraping tools such as our first product, Grass.Grass is a network sharing application that allows users to sell their unused internet...


  • New York, United States Wynd Labs Full time

    Job DescriptionJob DescriptionWeb Scraping Specialist$75k – $125k • 0.06% – 3.0%Wynd is an early-stage startup empowering access to public web data. Wynd Labs enables access to public web data through decentralized data scraping tools such as our first product, Grass.Grass is a network sharing application that allows users to sell their unused internet...


  • New York, New York, United States International Cosmetics & Perfumes, Inc. Full time

    TITLE: Specialist, Accounts ReceivableREPORTING TO: Manager, AccountingFLSA: ExemptLOCATED: New York, NY (Hybrid)JOB OVERVIEW: This full-time role executes Accounts Receivable day-to-day activities ensuring the accuracy and efficiency of the entire receivable's operation of ICP's wholesale, retail, and E-commerce business. This role will provide both...


  • New York, New York, United States International Cosmetics & Perfumes, Inc. Full time

    TITLE: Specialist, Accounts ReceivableREPORTING TO: Manager, AccountingFLSA: ExemptLOCATED: New York, NY (Hybrid)JOB OVERVIEW: This full-time role executes Accounts Receivable day-to-day activities ensuring the accuracy and efficiency of the entire receivable's operation of ICP's wholesale, retail, and E-commerce business. This role will provide both...