Operations Analyst
1 week ago
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 operations team, you will play a critical role in ensuring the smooth execution of our Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts.
Key Responsibilities- Oversee the day-to-day operations and administration of tax-advantaged accounts, ensuring compliance with all applicable laws, regulations, and industry best practices.
- Develop and manage daily processes and procedures for tax-advantaged accounts, including document review, account approval, account creation, contribution, and withdrawal reporting.
- Formulate recommendations for policies and procedures to ensure accurate recordkeeping for tax-advantaged accounts and identify opportunities for process improvements.
- Build and maintain strong relationships with members, providing exceptional customer service and support.
- Support internal business units in developing the skills and knowledge to expertly support member tax-advantaged account needs.
- Assist with reviewing and approving marketing materials, including forms and procedures.
- Develop expertise in operational systems, applications, and tools necessary to support end-to-end processing of tax-advantaged accounts.
- Assist with the development and preparation of timely and informative management reports to ensure expert oversight of tax-advantaged accounts.
- Stay current with tax laws and regulations related to tax-advantaged accounts and business best practices.
- Minimum 4-6 years' experience in branch operations, member relations, or a related field, with 1-3 years of direct experience with tax-advantaged accounts.
- Experience with operations and product development, with a strong analytical skillset and ability to develop new products.
- Ability to function in a fast-paced consumer business office environment and utilize standard office equipment.
- Ability to lift a minimum of 25 lbs. (file boxes, computer printer).
- Travel required on occasion.
- BA/BS in Operations, Finance, Business Development, or a related field.
- Certified IRA Specialist (CIS) certification.
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