Brokerage Operations Coordinator
4 weeks ago
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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