Retirement Operations Specialist

4 weeks ago


Jersey City, New Jersey, United States Lenmar Consulting Inc. Full time

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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