Job Description

REQUIRED: - Associate’s or Bachelor’s Degree

- Hybrid:

Monday and Friday - WFH

Tuesday, Wednesday, and Thursday in office

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 emphasis on retirement account operations.

Additional Information

All your information will be kept confidential according to EEO guidelines.