Operations Analyst

3 days ago

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

The Operations Analyst - IRA's and Qualified Plans will play a key role in executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts. This individual will have extensive experience with the administration of retirement plans and in-depth knowledge of the rules and regulations of IRAs, HSAs, and Coverdell ESAs.

Key Responsibilities
  1. Oversee the day-to-day operations and administration of tax-advantaged accounts, ensuring compliance with all applicable laws, regulations, organizational policies, and industry best practices.
  2. Develop and manage daily processes and procedures for the tax-advantaged accounts, including document review, account approval, account creation, contribution, and withdrawal reporting, required minimum distribution processing, and tax reporting for distribution withholdings and year-end interest statements.
  3. Formulate recommendations for policies and procedures to ensure accurate recordkeeping for tax-advantaged accounts. Identify and implement process improvements to increase efficiency, quality, and member satisfaction based on industry best practices.
  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 at all levels of inquiry. Help establish the Credit Union's reputation as a thought leader in the tax-advantaged account space.
  6. Assist with reviewing and approving all marketing material, including appropriate forms and procedures.
  7. Develop expertise in all operational systems, applications, and ancillary tools necessary to support end-to-end processing of tax-advantaged accounts, including internal and external forms, systems, and procedures as well as reconciliation and settlement processing.
  8. Assist with the development and preparation of timely and informative management reports to ensure expert oversight of all tax-advantaged accounts and other Wealth Management accounts, services, and portfolio activities.
  9. Stay current with tax laws and regulations related to tax-advantaged accounts and business best practices through participation in industry events and continuing education for tax-advantaged accounts. Monitor legislative and regulatory changes that may affect retirement and savings products and make product and process recommendations as appropriate.
  10. Support the broader Wealth Management Department and Operations lines of business by demonstrating flexibility in knowledge development and task assignment in accordance with the evolving needs of a fast-paced production-driven operational department.
  11. Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.
Requirements

Minimum 4 - 6 years' experience in branch operations, member relations, or related field, with 1 - 3 years of direct experience with tax-advantaged accounts.

Experience with operations and product development while providing a high degree of innovation and vision.

Strong analytical skills with the ability to develop new products to stay competitive in the current marketplace.

Ability to function in a Consumer business office environment and utilize standard office equipment including, but not limited to: PC, copier, telephone, etc.

Ability to lift a minimum of 25 lbs. (file boxes, computer printer).

Travel required on occasion.

BA/BS in Operations, Finance, Business Development, or related field.

Certified IRA Specialist (CIS) certification.

  • Financial Operations Analyst

    4 weeks ago

    Raleigh, North Carolina, United States Global Channel Management Full time

    Position Overview: Financial Operations AnalystThe Financial Operations Analyst role requires a minimum of 5 years of relevant experience in the banking sector.Key Qualifications:At least 5 years of experience in Information Technology.Proven ability to negotiate agreements while ensuring compliance with standard terms and conditions aligned with the...

  • Business Operations Analyst

    3 weeks ago

    Raleigh, North Carolina, United States WakeMed Full time

    About WakeMedServing the community since 1961, WakeMed Health & Hospitals is a leading provider of healthcare services in Wake County. Our mission is to improve the health and well-being of our community by delivering outstanding and compassionate care. For more information, visit our website.Position InformationThe Business Operations Analyst works closely...

  • Financial Operations Analyst

    3 weeks ago

    Raleigh, North Carolina, United States Global Channel Management Full time

    Position Overview: Financial Operations AnalystThe Financial Operations Analyst plays a crucial role in the banking sector, requiring a minimum of 5 years of relevant experience.Key Qualifications:At least 5 years of experience in Information Technology.Proven ability to negotiate agreements while ensuring compliance with the Bank's risk management...

  • Business Operations Analyst

    6 days ago

    Raleigh, North Carolina, United States First Citizens Bank Full time

    Business Analyst IIOverview:This role involves advanced data analysis to identify factors affecting business profitability, growth, and efficiency. The incumbent assesses current practices, collects information and industry trends, and creates specifications to support business operations. They determine improvements or solutions to address identified issues...

  • Business Operations Analyst

    2 weeks ago

    Raleigh, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Business Analyst to join our Regulatory Relations team at First Citizens Bank. As a Business Analyst, you will provide operational and analytical support to the team, recommending and implementing solutions to enhance efficiency and effectiveness.Key ResponsibilitiesOperational SupportProvide operational support to...

  • Business Operations Analyst

    4 days ago

    Raleigh, North Carolina, United States Michelin Full time

    Business Support AnalystMichelin is seeking a highly skilled Business Support Analyst to join our team. As a key member of our operations team, you will play a critical role in driving business growth and excellence.Key Responsibilities:Provide leadership and support to ensure the successful implementation of FyT at the site level.Develop and implement...

  • Business Operations Analyst

    1 day ago

    Raleigh, North Carolina, United States Michelin Full time

    Business Support AnalystMichelin is seeking a highly skilled Business Support Analyst to join our team. As a key member of our operations team, you will play a critical role in ensuring the successful implementation of our FyT program at the site level.Key Responsibilities:Provide leadership and support to ensure the successful implementation of FyT at the...

  • Operations Analyst

    2 days ago

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

    About the RoleWe 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...

  • Operations Analyst

    3 weeks ago

    Raleigh, North Carolina, United States Turner & Townsend Full time

    Job DescriptionTurner & Townsend is a leading professional services company specializing in programme management, project management, cost management, and consulting across the property, infrastructure, and natural resources sectors.With 104 offices in 44 countries, we leverage our extensive global and industry experience to manage risk while maximizing...

  • Operations Analyst

    3 days ago

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

    About the PositionThe Operations Analyst - IRA's and Qualified Plans will play a key role in executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts. This individual will have extensive experience with the administration of retirement plans and in-depth knowledge of the rules and...

  • Business Operations Analyst

    3 weeks ago

    Raleigh, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Business Operations Analyst to join our team at First Citizens Bank. As a key member of our analytics team, you will be responsible for analyzing complex data sets to identify trends and insights that drive business growth and efficiency.Key ResponsibilitiesData Analysis: Source, compile, and interpret large data...

  • Supply Chain Operations Analyst

    4 weeks ago

    Raleigh, North Carolina, United States GridBridge Full time

    Position Overview:The Supply Chain Operations Analyst is tasked with contributing to the design and execution of a unified Sales and Operations Planning (S&OP) framework along with all associated analytics. This role encompasses supporting a standardized reporting methodology for supply chain activities, including demand and supply forecasting as well as...

  • Security Operations Center Analyst

    2 days ago

    Raleigh, North Carolina, United States Technical Source Full time

    Job Title: SOC Analyst IAt Technical Source, we are seeking a highly motivated and detail-oriented SOC Analyst I to join our team. As a SOC Analyst I, you will play a critical role in supporting our Managed Security Services customers by providing timely and effective security analysis and incident response.Key Responsibilities:Monitor and triage security...

  • Senior Portfolio Operations Analyst

    4 weeks ago

    Raleigh, North Carolina, United States Tiverton Advisors Full time

    Job OverviewCompany Overview:Tiverton Advisors is a dedicated investment firm concentrating exclusively on the food and production agriculture sector. With over $2.0 billion in assets managed across diverse debt and equity strategies in the United States, our team merges extensive agricultural operational expertise with financial proficiency to deliver...

  • Reinsurance Operations Analyst Intern

    2 days ago

    Raleigh, North Carolina, United States Genworth Full time

    Reinsurance Operations Analyst InternWe are seeking a highly motivated and detail-oriented Reinsurance Operations Analyst Intern to join our team at Enact Mortgage Insurance. As a key member of our Reinsurance Operations team, you will play a critical role in supporting various aspects of reinsurance operations, including deal onboarding, management,...

  • Senior Marketing Operations Analyst

    4 weeks ago

    Raleigh, North Carolina, United States Bandwidth Full time

    Join Our Team as a Senior Marketing Operations AnalystAbout Us:Bandwidth is a leading global communications software provider that empowers enterprises to connect individuals worldwide through cloud-based voice, messaging, and emergency services. Our extensive network spans over 60 countries, covering 90% of global GDP, and is trusted by industry giants such...

  • Business Operations Analyst

    2 weeks ago

    Raleigh, North Carolina, United States WakeMed Full time

    About WakeMedServing the community since 1961, WakeMed Health & Hospitals is a leading provider of healthcare services in Wake County. Our mission is to improve the health and well-being of our community by delivering outstanding and compassionate care. For more information, visit our website.Position InformationThe Business Analyst works closely with the...

  • Operational Risk Analyst II-III

    3 weeks ago

    Raleigh, North Carolina, United States First Citizens Bancshares, Inc. Full time

    Position Overview:This role offers a flexible work environment, allowing for both in-office and hybrid arrangements. The expectation is that the successful candidate will engage in work activities both within the company premises and remotely.Key Responsibilities:This position delivers intricate support and specialized knowledge to various business units...

  • Service Operations Analyst

    4 weeks ago

    Raleigh, North Carolina, United States Gregory Poole Equipment Company, Inc. Full time

    PRIMARY FUNCTION:This role is tasked with managing Work Orders, including their initiation, segmentation, and closure. The individual will oversee communications via emails, phone calls, and messages from various Construction branches to facilitate the daily functions of the Service Departments. Established procedures will be implemented to ensure...

  • Service Operations Analyst

    3 weeks ago

    Raleigh, North Carolina, United States Gregory Poole Equipment Company, Inc. Full time

    PRIMARY FUNCTION:This role is dedicated to managing Work Orders, including the initiation, segmentation, and closure of these orders. The individual will oversee communications via emails, phone calls, and messages from various Construction branches to facilitate the daily functions of the Service Departments. Established procedures will be implemented to...