Jr. Operations Specialist - IRA (Troy, MI)

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
• Process Death Claims
• Participate in Ad hoc project work assigned

  Qualifications

  • Experience in a corporate environment, ideally within financial services industry preferred
  • Knowledge of IRAs/Retirement Plans preferred
  • 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