Senior Retirement Operations Specialist

1 week ago

Saint Louis, United States Benjamin F Edwards & Co Full time
Job Description

Overview

The Senior Retirement Operations Specialist plays a critical role in handling complex transactions and providing subject matter expertise involving tax-qualified accounts to home and branch office personnel.

Key Responsibilities

  • Collaborate with advisors, custodians, and service team members to drive efficiencies, manage escalations, deliver core services, and enhance the client/advisor experience.
  • Support day-to-day needs involving qualified accounts, ensuring accurate and timely processing.
  • Review and validate all required IRA documentation and transaction coding to guarantee proper tax reporting.
  • Analyze and resolve complex issues that may cause incorrect tax reporting, applying in-depth knowledge of tax laws and regulations.
  • Maintain a working knowledge of evolving tax laws and regulations, staying up-to-date on changes and updates.
  • Train and develop other team members, sharing expertise and best practices.
  • Coordinate efforts with the custodian, Legal, and branch & home office personnel to resolve complex issues requiring additional processing and documentation.
  • Act as a subject matter expert, providing appropriate solutions to advisors and ensuring seamless client service.

Requirements

  • Energetic and confident individual with the ability to handle multiple tasks and work autonomously in a fast-paced, team-oriented environment.
  • Collaborative, detail-oriented, and organized, with a strong focus on delivering high-quality results.
  • Motivated self-starter, open-minded, and intellectually curious, with a passion for learning and growth.
  • Demonstrated ability to resolve operational issues, applying analytical and problem-solving skills.
  • Possess an excellent understanding of IRS regulations involving tax withholding and reporting, with the ability to interpret and communicate complex information effectively.
  • Constant learner, with the ability to think strategically and work effectively in a dynamic environment.
  • Ability to interact well with co-workers and management, with a strong focus on teamwork and collaboration.
  • Motivation to provide consistently excellent customer service, with a commitment to delivering exceptional results.

Education and/or Work Experience

  • Minimum Work Experience: 3+ years of financial services industry experience, including qualified account operations.

Licenses/Registration

  • Minimum Required: Series 99 & SIE or ability to obtain licenses within the first 6 months of hire.

Work Environment

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

About Benjamin F. Edwards & Co.

Benjamin F. Edwards & Co. is a firm that values its legacy of family and colleagues, cherishing an environment where all succeed through collaborative support. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm's mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards, you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

#LI-Onsite

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