Jr. Operations Specialist - IRA (Troy, MI)
Oppenheimer & Co.•Troy, MI
•Onsite
About The Position
Oppenheimer & Co. Inc. is seeking an entry level Jr. Operations Specialist (IRA) to join our Operations team in Troy, Michigan. The ideal candidate must be able to work in a fast-paced environment and work independently.
Requirements
- Basic Arithmetic skills
- Able to interface and articulate well with all levels of employees and management in a professional, timely and friendly manner
- Excellent verbal and written communication skills are a necessity
- Able to work independently
Nice To Haves
- Experience in a corporate environment, ideally within financial services industry preferred
- Knowledge of IRAs/Retirement Plans preferred
Responsibilities
- Utilize knowledge and apply it to individual retirement plans (i.e. account contributions, transfers, rollovers, conversions, journals, recharacterization and distributions.)
- Utilize knowledge and apply it as it relates to qualified retirement plans (i.e. contributions, distributions, third party distributions, loans and terminating plans)
- Navigate and understand the FINET system relevant to the department
- Processing Death Claims
- Participate in Ad hoc project work assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
