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Retirement Specialist $75k Hybird
4 weeks ago
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.-
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