Retirement Operations Specialist

6 hours ago


Jersey City, New Jersey, United States US Tech Solutions, Inc. Full time

**Job Summary**

US Tech Solutions, Inc. is seeking a skilled Retirement Operations Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining functional knowledge of the brokerage business with an emphasis on retirement account operations.

**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

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

**Requirements**

Associate's or Bachelor's Degree

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

1-2 years' experience with Retirement product and services

Knowledge of IRS Contributions and Distribution rules

Excel experience


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