Temp | Technical | Operations Support | Level 1(USD) - Eteam : Job Details

PLEASE DO NOT RESUBMIT ANYONE REJECTED OR INTERVIEWED AND PASSED ON FROM MOR2JP00014984Pay RAnge - $24.00 -$25.00LOCATIONSJersey CityORSandy, 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 neededREQUIRED- Associate s or Bachelor s DegreeTOP 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 experienceSUMMARYA Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an Client on retirement account operations.RESPONSIBILITIESCustomer 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 displaysQUALIFICATIONS 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