Found Description
Your role
Ensuring that IRA beneficiaries are determined correctly according to IRS and firm guidelines is crucial for compliance and accuracy. Monitoring and correcting IRA transactions to ensure they comply with IRS guidelines. Partnering with the branch and internal departments to mitigate operational risk highlights the importance of collaboration and communication in this role. The need for retirement operational experience, strong problem-solving skills, and excellent written and verbal skills indicates that this position requires a well-rounded and capable individual. Additionally, the ability to handle a high-volume working environment and flexibility with evening shifts to support US markets shows the demanding nature of the job.
Job Type
Full Time
Job Reference #
334752BR
City
Pune
Your team
Retirement Operations...
Ensuring that IRA beneficiaries are determined correctly according to IRS and firm guidelines is crucial for compliance and accuracy. Monitoring and correcting IRA transactions to ensure they comply with IRS guidelines. Partnering with the branch and internal departments to mitigate operational risk highlights the importance of collaboration and communication in this role. The need for retirement operational experience, strong problem-solving skills, and excellent written and verbal skills indicates that this position requires a well-rounded and capable individual. Additionally, the ability to handle a high-volume working environment and flexibility with evening shifts to support US markets shows the demanding nature of the job.
Job Type
Full Time
Job Reference #
334752BR
City
Pune
Your team
Retirement Operations...
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