Retirement Operations Analyst at Hired by Matrix

Pay Rate: 22.91-25.01 $/Hour

• Maintains functional knowledge of the brokerage business with an emphasis on retirement account operations
• Customer Request Handling / Problem Resolution / Data Analysis – as assigned.
• 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. 

• Associate’s or Bachelor’s Degree is required.
• 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.
• 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.
  • Prioritize multiple tasks, and work against deadlines and objectives.
• A challenging and inquiring mind.
• Preferred:
  • 1-2 years' experience with retirement product and services.
  • Knowledge of IRS Contributions and Distribution rules.
  • Excel experience.