Operations Specialist

Job Summary

A company is looking for an Asset Administration, Operations Specialist.

Key Responsibilities:

• Review and update client account information, including monthly valuation data and asset status
• Identify and assess client submissions to ensure compliance
• Maintain records of client submissions and process requests according to company procedures

Required Qualifications:

• Knowledge of IRS Regulations for retirement accounts and qualified plans
• Proficiency with Microsoft Office
• Ability to work under pressure and manage time effectively
• Self-motivated and resourceful with a focus on process improvements
• Ability to sit and/or stand for extended periods in a remote setting