Retirement Operations Specialist
4 weeks ago
Job Title: Retirement Operations Specialist
Job Summary:
We are seeking a highly skilled Retirement Operations Specialist to join our team at Lenmar Consulting Inc. The ideal candidate will have a strong understanding of retirement account operations and be able to maintain functional knowledge of the brokerage business.
Key Responsibilities:
- Maintain functional knowledge of the brokerage business with an emphasis on retirement account operations.
- Understand and apply IRS regulations for IRA contributions and distributions.
- Process and manage retirement account transactions.
- Provide exceptional customer service and support to clients.
Requirements:
- Associate's or Bachelor's Degree in a related field.
- 1-2 years' experience with retirement product and services.
- Knowledge of IRS contributions and distribution rules.
- Excel experience.
Preferred Skills:
- Knowledge of IRS publications 590A and 590B.
- Experience with 1099R and 1099Q tax forms.
- Understanding of 5498 and 5498ESA tax forms.
Additional Information:
All information will be kept confidential according to EEO guidelines.
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