Senior Operations Specialist, Retirement Move Money & IRS Rules
Overview
retirement move money operations leadership in a fast paced financial services team. Own complex escalations and ensure adherence to IRS regulations for Retirement accounts. Train new associates to process move money requests accurately and efficiently. Collaborate with advisors and internal partners to improve processes and educate stakeholders. This role stands out through hands on escalation resolution, training responsibility, and exposure to regulatory rules.
What You'll Do12
- 1Build and resolve high level escalations with rationale and timely updates to management
- 2Analyze processing queues and escalate trends to drive improvements
- 3Decide on risk balanced actions while maintaining governance
- 4Facilitate training for new team members using guides, shadowing, and on going processing support
- 5Identify and close training gaps and implement solutions to enhance team capability
- 6Research advisor questions using diverse tools and ensure accurate guidance
- 7update department procedures to align with IRS regulations
- 8Assist with quality assurance reviews of retirement move money requests
- 9Process complex retirement transactions including RMDs, excess removals, recharacterizations
- 10Participate in user acceptance testing for system/process enhancements
- 11Educate internal partners and advisors on products and processes with updated resources
- 12Collaborate with peers in a fast paced evolving environment
Requirements5
- 11+ years of financial services experience
- 21+ years of customer service experience
- 3Experience with Microsoft Suite
- 4Strong verbal and written communication skills
- 5Strong time management and attention to detail
Salary Insight
$35 - $58k per year
Location
Required Skills
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