12 months contract (possibility to convert)
Pay Range: $24-26/hour during the contract
Location: Hybrid in Sandy UT
Tax/Retirement Operations Analyst
The Retirement Operations Analyst supports various aspects of retirement account operations, ensuring compliance with tax regulations and handling client inquiries. This role is ideal for someone with a strong understanding of brokerage services and retirement accounts, combined with excellent problem-solving and organizational skills.
Key Responsibilities:
- Handle customer inquiries and resolve issues related to retirement account transactions such as contributions, distributions, conversions, recharacterizations, and state withholding reconciliation
- Perform data analysis to ensure accuracy in transactions and proper record-keeping
- Assist in creating metrics to track inquiry resolution progress
- Execute money movement requests from retirement accounts, while understanding the tax implications
- Maintain accurate documentation of issue resolutions
- Ensure data integrity in client-facing platforms
Qualifications:
- 1-3 YOE with retirement account types and tax reporting obligations is highly desirable
- Strong analytical and problem-solving skills
- Attention to detail with excellent organizational abilities
- Capable of prioritizing tasks and meeting deadlines
- Adaptable to dynamic work environments and changing priorities
- Ability to take ownership of inquiries and deliver solutions with a sense of urgency
- Demonstrated success in fast-paced, client-focused environments
- Strong written and verbal communication skills
