Retirement Operations Analyst
3 weeks ago
Duration: 12 + Months contract
Job Description:
** Hybrid: Monday and Friday - WFH; Tuesday, Wednesday, and Thursday in office Shift: 8:30 - 5:30 w/ 1 hour lunch Shift (UT): 6:30 - 3:30 MT (still supporting ET time zone)
Top Skills:
Associate’s or Bachelor’s Degree Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA... IRS publication 590A- is the IRS regulations for IRA contributions. IRS publication 590B- is the IRS regulations for IRA distributions. 1099R is the distribution tax form from a Retirement account. 1099Q is the distribution tax form from a Coverdell account. 5498 is the contribution tax form from a Retirement account. 5498ESA is the contribution tax form from a Coverdell account.
Preferred/Desired
· 1-2 years' experience with Retirement product and services
· Knowledge of IRS Contributions and Distribution rules
· Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.
· Excel experience
A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.
Responsibilities:
· Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including: contributions, distributions, processing conversions, recharacterizations, and state withholding reconciliation
· Reconcile activities to ensure transactions are recorded with the proper books and entry coding
· Assist the management team in developing metrics that demonstrate the progress / completion of retirement inquiry resolution
· Execute on customer requests to move money out of retirement accounts
· Understand tax implications of transactions in and out of different retirement account types
· Resolve retirement account issues and document the resolution process
· Validate data integrity is maintained in client facing displays
Experience:
Associate’s or Bachelor’s Degree Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA... Preferred/Desired
· 1-2 years' experience with Retirement product and services
· Knowledge of IRS Contributions and Distribution rules
· Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R/1099Q; 5498/ 5498ESA.
· Excel experience
Skills:
· Experience with retirement account types desirable, IRS rules, and/or tax reporting obligations
· Analytical thinker, with excellent written and verbal communication
· Detail oriented with strong organizational skills
· Ability to prioritize multiple tasks, and work against deadlines and objectives
· Adaptable to dynamic work environments and priorities
· Demonstrate ownership and sense of urgency in resolving inquiries and issues
· Proven effectiveness in fast-paced, demanding, client-driven environment.
· Ability to perform and deliver within tight deadlines
· A challenging and inquiring mind
Education:
· Associate’s or Bachelor’s Degree
-
Retirement Operations Analyst
3 weeks ago
Jersey City, United States Vertisystem Full timeJob Title: Retirement Operations Analyst Location: Hybrid Role- Jersey City, NJ and Sandy,UtahDuration: 12+ Months Contract with Possible ExtensionPay Rate: $25/HR on W2• Hybrid: Monday and Friday - WFH; Tuesday, Wednesday, and Thursday in office (looking for flexibility to be able to work overtime as needed - not required)• Shift (NJ): 8:30 - 5:30 ET...
-
Retirement Operations Specialist
2 weeks ago
Jersey City, New Jersey, United States US Tech Solutions, Inc. Full time**Job Summary**US Tech Solutions, Inc. is seeking a skilled Retirement Operations Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining functional knowledge of the brokerage business with an emphasis on retirement account operations.**Responsibilities** Perform different levels of problem resolution &...
-
Retirement Operations Specialist
1 week ago
Jersey City, New Jersey, United States Lenmar Consulting Inc. Full timeJob Title: Retirement Operations SpecialistJob Summary:We are seeking a highly skilled Retirement Operations Specialist to join our team at Lenmar Consulting Inc. The ideal candidate will have a strong understanding of retirement account operations and be able to maintain functional knowledge of the brokerage business.Key Responsibilities:Maintain functional...
-
Analyst, Retirement Operations
2 weeks ago
Kansas City, MO, United States H&R Block Full timeJob Description: The Senior Benefits Analyst will be a key member of the benefits team, responsible for managing the administration of the health and welfare programs for the organization. Using strong analytical and project management skills, this role will ensure the smooth administration and compliance of all plans. Encouraged to look at all...
-
Transportation Operations Analyst
2 months ago
Jersey City, New Jersey, United States Kisnn Associates Inc Full timeTransportation Operations Analyst at Kisnn Associates, Inc.Kisnn Associates, Inc. specializes in providing expert services in the realm of Transportation Operations, Planning, Intelligent Transportation Systems (ITS), and Work Zone Management. They are currently seeking motivated individuals to fill the role of Transportation Operations Analyst.Key...
-
Business Analyst
2 weeks ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob Title: Analyst IInnova Solutions is seeking a highly skilled Analyst I to join our team. As an Analyst I, you will play a critical role in supporting our estate operations by performing data analysis, problem resolution, and quality assurance tasks.Key Responsibilities:Perform data analysis and problem resolution for estate operationsReview and validate...
-
Business Analyst
6 days ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob SummaryInnova Solutions is seeking a highly skilled Business Analyst to join our team. As a Business Analyst, you will be responsible for performing different levels of problem resolution and data analysis for all aspects of estate operations. Your primary goal will be to deliver objective analysis of error trends and opportunities, identify root causes,...
-
SMA Trading Operations Analyst
2 weeks ago
Jersey City, New Jersey, United States Lord Abbett Full timeAbout Lord AbbettLord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients.Our CultureWe are guided by three pillars: Principles-Led, Performance-Oriented, and Purpose-Driven. We empower our leaders to create an...
-
Business Analyst
7 days ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob DescriptionWe are seeking a highly skilled Business Analyst to join our team at Innova Solutions. As a Business Analyst, you will be responsible for performing different levels of problem resolution and data analysis for all aspects of estate operations.Key Responsibilities:Review and validate documentation associated with probate and beneficiary asset...
-
Business Analyst
2 weeks ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob DescriptionInnova Solutions is seeking a highly skilled Analyst I to join our team. As an Analyst I, you will be responsible for performing different levels of problem resolution and data analysis for all aspects of estate operations.Key Responsibilities:Review and validate documentation associated with probate and beneficiary asset distributions in a...
-
SMA Trading Operations Analyst
6 days ago
Jersey City, New Jersey, United States Lord Abbett Full timeAbout the Role:Lord Abbett is seeking a highly motivated SMA Trading Operations Analyst to provide support for our $20 billion and growing amount of SMA assets under management.The ideal candidate possesses previous SMA trading operations experience, although we will consider motivated candidates with related experience.Success in the role depends upon being...
-
Business Analyst With Banking Expertise
2 weeks ago
Jersey City, New Jersey, United States Avance Consulting Full timeJob Summary:We are seeking a highly skilled Business Analyst with expertise in banking and risk management to join our team at Avance Consulting. As a Senior Business Data Analyst, you will be responsible for analyzing current inventory of End-User Computing (EUCs) to aid the business in identifying EUCs that can be retired via CORE IT or ITeSS, supporting...
-
Senior Business Data Analyst
4 weeks ago
Jersey City, New Jersey, United States JobRialto Full timeJob Title: Senior Business Data AnalystWe are seeking a highly skilled Senior Business Data Analyst to join our team at JobRialto. As a Senior Business Data Analyst, you will be responsible for analyzing and mapping End-User Computing (EUC) data, working closely with business stakeholders and technology teams to elicit, analyze, document, communicate, and...
-
Emergency Operations Center Analyst
2 weeks ago
Jersey City, New Jersey, United States VIRSIG, LLC Full timeJob DescriptionVIRSIG has an exciting opportunity for an Emergency Operations Center (EOC) Analyst. The EOC Analyst plays a vital role in monitoring, analyzing, and coordinating emergency operations. You'll help ensure real-time response to critical situations, working closely with internal and external stakeholders, first responders, and local authorities....
-
SMA Trading Operations Analyst
7 days ago
Jersey City, New Jersey, United States Lord Abbett Full timeAbout the Role:Lord Abbett is seeking a highly motivated SMA Trading Operations Analyst to provide support for our $20 billion and growing amount of SMA assets under management.The ideal candidate possesses previous SMA trading operations experience, although we will consider motivated candidates with related experience.Success in the role depends upon being...
-
Senior Bank Operations Data Analyst
2 weeks ago
Jersey City, New Jersey, United States C&L Group Full timeJob SummaryWe are seeking a highly skilled Data-Driven Bank Operations Specialist to join our team at C&L Group. The ideal candidate will have a strong background in data analysis and a passion for driving business decisions with data insights.Key Responsibilities:Provide data-driven support to Bank Operations departmental data owners to improve data quality...
-
Data Analyst
2 weeks ago
Jersey City, New Jersey, United States Resource Informatics Group Full timeData AnalystAt Resource Informatics Group, we are seeking a skilled Data Analyst to join our team. As a Data Analyst, you will be responsible for providing weekly, monthly, and annual reports for supply chain, trial balance, and balance sheet. You will also use Machine Learning in Python code within Power Platform to bring cross-sell analytics and customer...
-
Data Analyst
7 days ago
Jersey City, New Jersey, United States Resource Informatics Group Full timeData AnalystAt Resource Informatics Group, we are seeking a skilled Data Analyst to join our team. As a Data Analyst, you will be responsible for providing weekly, monthly, and annual reports for supply chain, trial balance, and balance sheet. You will also use Machine Learning in Python code within Power Platform to bring cross-sell analytics and customer...
-
Capital Markets Senior Analyst
1 month ago
Jersey City, New Jersey, United States Asset Based Lending Full timeCapital Markets Senior AnalystWe are seeking a detail-oriented and analytical Capital Markets Senior Analyst to join our dynamic Capital Markets team at Asset Based Lending, LLC. The successful candidate will be responsible for managing the DSCR rate lock desk, overseeing the DSCR rate lock sizer, handling whole loan trading for both RTL and DSCR loans,...
-
Business Analyst
1 week ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob SummaryWe are seeking a highly skilled Business Analyst to join our team at Innova Solutions. As a Business Analyst, you will be responsible for performing different levels of problem resolution and data analysis for all aspects of estate operations. This includes reviewing and validating documentation associated with probate and beneficiary asset...