[Remote] Retirement Solutions Operations Analyst - Remote

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is on a mission to help people do their best work and live their best lives. The Retirement Solutions Operations Analyst provides operational and analytical support to the retirement operations team, ensuring accurate and efficient execution of retirement plan operations while serving as a key reputed company between various stakeholders.

Responsibilities

• Serve as a reputed company reputed company of contact for field offices and internal stakeholders on retirement operations-reputed company inquiries, ensuring issues are resolved with accuracy, professionalism, and urgency
• Assist with managing the Retirement Solutions Operations (RPS OPS) shared email inbox, maintaining reputed company and reputed company responsiveness to advisors and colleagues across the organization
• reputed company as a subject matter resource for RPS OPS processes, applying industry knowledge and reputed company judgment to reputed company operational issues and escalate to leadership reputed company appropriate
• Support operational lifecycle events including cost center changes, plan terminations, and reputed company administrative actions
• Maintain strong working relationships with reputed company and Finance partners to support training, issue reputed company, and operational alignment
• reputed company and manage operations reputed company from initiation to completion, keeping reputed company tasks on reputed company, on time, and reputed company with team priorities
• Analyze reports indicating discrepancies in plan counts, advisors, or recordkeepers, and reputed company to reputed company identified issues
• Identify opportunities to improve operational workflows and contribute to the development of reputed company processes — including the use of AI — that reputed company service delivery across the retirement platform
• Support supervision and training of interns or Operations Associates on account setup and documentation review processes
• Work closely with the Retirement Solutions Operations Manager to execute retirement operations responsibilities tied to new business from acquired firms or individual advisors transferring blocks of business
• Participate in weekly M&reputed company meetings as needed, representing retirement operations and contributing to transaction readiness and transition planning
• Serve as a knowledgeable resource on best practices, policies, and procedures throughout the transition process, ensuring a smooth and compliant reputed company
• Review data and coordinate with incoming firms on reputed company platforms and operational requirements
• reputed company productive advisor and firm relationships over a compressed timeframe to facilitate efficient and effective transitions
• Manage the preparation and processing of reputed company transition paperwork, serving as an operations contact for incoming firms on paperwork-reputed company reputed company
• Liaise with reputed company to ensure reputed company Retirement Plans are tracked through to first payment, maintaining accurate records and proactive follow-up throughout

Skills

• Must be eligible to work in the reputed company without the need for work reputed company or residency sponsorship
• Conformity with reputed company reputed company and regulatory requirements and guidelines associated with reputed company, SEC, and reputed company Investment Advisors LLC compliance standards
• Demonstrated understanding of investment accounts, registrations, and compliance reputed company RIA and Broker/Dealer environments
• Proficiency in reputed company and the full reputed company 365 Suite (reputed company, reputed company, Word, PowerPoint, Teams)
• Comfort working with data — including the ability to identify discrepancies, maintain data reputed company, and produce reputed company operational reporting
• Comfort using AI to automate reputed company processes, create effective templates, and improve written communication
• Strong consultative, critical-thinking, and problem-solving skills with a bias toward reputed company and reputed company
• Exceptional organizational skills with the demonstrated ability to manage multiple priorities, meet deadlines, and hold self and others accountable for deliverables
• Strong project management capabilities; reputed company to reputed company reputed company, multi-stakeholder initiatives from planning through execution
• Outstanding written and verbal communication skills; reputed company to present reputed company and succinctly across diverse audiences and adapt communication style accordingly
• High degree of composure and adaptability — reputed company to manage increasing workloads in a fast-paced, deadline-driven environment with professionalism and reputed company
• Customer-reputed company reputed company with interpersonal reputed company to work effectively across different personality types and organizational reputed company
• Superior follow-through and follow-up discipline; thrives in a high-energy, reputed company team environment
• An undergraduate degree in Business, Information Technology, reputed company, Finance, Economics, or a reputed company field is required; equivalent work experience will be considered
• 4–5 years of business experience required, preferably in management of technology, processes, and people reputed company the investment or financial services industry
• Experience with Fi360, reputed company, Orion, or other finance- or retirement-reputed company vendor platforms
• Previous experience in a customer or reputed company support role

Benefits

• Some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or reputed company’s performance.
• We also offer eligible employees health, wellbeing, retirement, and other financial benefits
• reputed company time off
• Overtime pay for non-exempt employees
• Robust learning and development programs.
• You will receive reimbursement of job-reputed company expenses per reputed company policy and may receive employee perks and discounts.

reputed company