Retirement Analyst

Category: Operations
Location: Jersey City, NJ
Job ID: 11457
Posted Date: January 10, 2019

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

RESPONSIBILITIES

SUMMARY

The role will be part of Retirement Operations, which primarily consists of Individual and Small Business Retirement account processing for distribution, contributions and compliance reporting. This role is dynamic and requires continuous interaction with key Vendor, Customer Service, Product, and Technology partners.

A successful candidate will be responsible for driving transformation and continuous improvement, assisting with projects and cultivating relationships with various stakeholders and Vendors. This role is also expected to foster a strong culture of risk awareness and management.

RESPONSIBILITIES

Problem Resolution / Data Analysis – as assigned

    • Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including contributions, distributions, conversions, recharacterizations and testing all tax data.
    • Deliver objective analysis of error trends and opportunities. — identify root cause
    • Resolve Retirement issues and document the resolution process
    • Validate data integrity is maintained in client facing displays
    • Assist the management team in developing metrics that demonstrate the progress / completion of Retirement inquiry resolution
    • Ensure that the status reports produced are accurate, relevant, complete, and actionable.

Process Improvements & Procedures

    • Contribute to the documenting of processes in diagrams and text from input through operational processing activities to output
    • Contribute to the analysis of operational processes and technology involved for gaps, inefficiencies, potential redundancies and improvement opportunities

Provide the Operational support to document business and functional requirements for necessary programs, enhancements, modifications, and/or re-writes to existing products.

    • Assist in designing the implementation of optimal Retirement procedures, controls and self-audit functions
    • Assist in providing and improving Retirement metrics
    • Assist in defining and delivering recommendations and solutions that address each process and technology component to ensure accurate Retirement data for our customers.

Quality Assurance

    • Follow established procedures and quality assurance protocol for Retirement processes

REQUIREMENTS

REQUIREMENTS

  • Minimum 3 years proven and progressive analytical experience in the financial services industry
  • Knowledge of Retirement Plans (IRA, SEP, SIMPLE, Educational IRA, and Qualified plans) and their tax regulations, processing functions and outputs that reach customers.
  • Analytical thinker, with excellent written and verbal communication
  • Detail oriented with strong organizational skills
  • Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives
  • Adaptable to dynamic work environments and priorities
  • Demonstrate ownership and sense of urgency in resolving inquiries and issues
  • Proven effectiveness in fast-paced, demanding, client-driven environment.
  • Ability to perform and deliver within tight deadlines
  • A challenging and inquiring mind
  • Attention to detail and tenacity
  • Advanced knowledge in MS Office including Excel (required), Word (required), Visio (desirable) and Power Point (required)

We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

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