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Operations Analyst

2 months ago

Raleigh, North Carolina, United States Local Government Federal Credit Union Full time
About the Position

We are seeking a highly skilled Operations Analyst to join our Wealth Management team at Local Government Federal Credit Union. As a key member of our team, you will be responsible for executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts.

Key Responsibilities
  1. Oversee the day-to-day operations and administration of tax-advantaged accounts, ensuring compliance with all applicable laws, regulations, and industry best practices.
  2. Develop and manage daily processes and procedures for tax-advantaged accounts, including document review, account approval, account creation, contribution, and withdrawal reporting.
  3. Formulate recommendations for policies and procedures to ensure accurate recordkeeping for tax-advantaged accounts.
  4. Build and maintain strong relationships with members, providing exceptional customer service and support.
  5. Support internal business units in developing the skills and knowledge to expertly support member tax-advantaged account needs.
Requirements
  1. Minimum 4-6 years' experience in branch operations, member relations, or related field, with 1-3 years of direct experience with tax-advantaged accounts.
  2. Experience with operations and product development while providing a high degree of innovation and vision.
  3. Strong analytical skills with the ability to develop new products to stay competitive in the current marketplace.
Preferred Qualifications
  1. BA/BS in Operations, Finance, Business Development, or related field.
  2. Certified IRA Specialist (CIS) certification.