Senior Retirement Specialist

3 days ago


St Louis, Missouri, United States OneDigital Full time

Senior Retirement Specialist - A Key Role in Financial Services

As a Senior Retirement Specialist at OneDigital, you will be responsible for providing expert support for day-to-day operations involving qualified retirement accounts. This includes reviewing and validating IRA documentation and transaction coding to ensure accurate tax reporting.

Key Responsibilities:

  • Provide expert support for day-to-day operations involving qualified retirement accounts.
  • Analyze and resolve complex tax reporting issues.
  • Stay up-to-date on evolving tax laws and regulations.
  • Act as a subject matter expert, training and mentoring team members.
  • Collaborate with the custodian, Legal, branch, and home office personnel to resolve complex account issues.

Qualifications:

  • Energetic and confident with the ability to handle multiple tasks independently in a fast-paced, visible role.
  • A collaborative, detail-oriented, and organized professional.
  • Motivated self-starter with intellectual curiosity and a problem-solving mindset.
  • Strong understanding of IRS regulations for tax withholding and reporting.
  • Ability to interpret and communicate complex information effectively.

Education & Experience:

  • 3+ years of financial services experience, including operations involving qualified accounts.

Licenses/Registration:

  • Series 99 & SIE required (or ability to obtain within the first year).

This role is ideal for someone who thrives in a fast-paced, team-oriented environment and has a strong understanding of IRS regulations. If you're detail-oriented, enjoy problem-solving, and have a collaborative mindset, this could be the perfect opportunity for you.



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