Brokerage Operations Coordinator

4 weeks ago


Sandy, United States Pride Health Full time

Job Description:

We are looking for a highly skilled Brokerage Operations Coordinator to join our team at Pride Health. As a Brokerage Operations Coordinator, you will be responsible for maintaining functional knowledge of brokerage business operations with an emphasis on retirement account management.

Key Responsibilities:

  • 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.

Requirements:

  • 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.

About Our Company:

Pride Health is a leading minority-owned healthcare recruitment & staffing firm that offers highly customized business process solutions at cost-effective prices. With offices throughout the U.S., India, and Brazil, we have a broad geographic reach and leverage over 20 years of experience to provide exceptional IT staffing services and business process solutions to our Client-Partners in the healthcare, IT, financial services, retail and insurance industries.

Benefits:

We offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Estimated Salary Range: $75,000 - $95,000 per year, based on location and experience.



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