Temp | Technical | Operations Support | Level 1(USD) - eTeam Inc.
Jersey City, NJ 07311-1100
About the Job
PLEASE DO NOT RESUBMIT ANYONE REJECTED OR INTERVIEWED AND PASSED ON FROM MOR2JP00014984
Pay RAnge - $24.00 -$25.00
LOCATIONS
Jersey City
OR
Sandy, UT (200 W Civic Center Dr Sandy, UT 84070)
- 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 (w/ 1 hour lunch)
- Shift (UT): 6:30 - 3:30 MT (still supporting ET time zone)
INTERVIEWS
- 1st round onsite in Jersey City preferred but flexible to do over Zoom
- Possible 2nd round if needed
REQUIRED
- Associate s or Bachelor s Degree
TOP SKILLS
- Associate's or Bachelor's REQUIRED ***
- 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 (highly desired)
- Knowledge of IRS Contributions and Distribution rules
- Excel experience
SUMMARY
A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an Client on retirement account operations.
RESPONSIBILITIES
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
QUALIFICATIONS
" 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
Pay RAnge - $24.00 -$25.00
LOCATIONS
Jersey City
OR
Sandy, UT (200 W Civic Center Dr Sandy, UT 84070)
- 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 (w/ 1 hour lunch)
- Shift (UT): 6:30 - 3:30 MT (still supporting ET time zone)
INTERVIEWS
- 1st round onsite in Jersey City preferred but flexible to do over Zoom
- Possible 2nd round if needed
REQUIRED
- Associate s or Bachelor s Degree
TOP SKILLS
- Associate's or Bachelor's REQUIRED ***
- 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 (highly desired)
- Knowledge of IRS Contributions and Distribution rules
- Excel experience
SUMMARY
A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an Client on retirement account operations.
RESPONSIBILITIES
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
QUALIFICATIONS
" 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
Source : eTeam Inc.
