Retirement Operations Analyst

US Tech Solutions - Jersey City, NJ

Full-time

Jersey City, NJ

Administrative and Support Services

About the position

The Retirement Operations Analyst role at US Tech Solutions focuses on maintaining functional knowledge of the brokerage business, particularly in retirement account operations. This hybrid position requires handling customer requests, problem resolution, and data analysis related to retirement operations, ensuring compliance with IRS regulations and tax reporting obligations.

Responsibilities

• Handle customer requests and resolve problems related to retirement operations.
• Perform data analysis for contributions, distributions, processing conversions, recharacterizations, and state withholding reconciliation.
• Reconcile activities to ensure accurate transaction recording and entry coding.
• Assist management in developing metrics for retirement inquiry resolution progress.
• Execute customer requests to move money out of retirement accounts.
• Understand tax implications of transactions in various retirement account types.
• Resolve retirement account issues and document the resolution process.
• Validate data integrity in client-facing displays.

Requirements

• Associate's or Bachelor's Degree in a relevant field.
• 1-2 years' experience with retirement products and services.
• Knowledge of IRS contributions and distribution rules.
• Familiarity with IRS publications 590A and 590B, and retirement tax form reporting (1099R, 1099Q, 5498, 5498ESA).
• Proficiency in Excel.
• Strong analytical thinking and problem-solving skills.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational skills.
• Ability to prioritize multiple tasks and work against deadlines.

Nice-to-haves

• Experience in a fast-paced, client-driven environment.
• Demonstrated ownership and urgency in resolving inquiries and issues.

Benefits

• Hybrid work model (Monday and Friday work from home, Tuesday to Thursday in office).
• Flexible working hours with a 1-hour lunch break.