A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.
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