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Oppenheimer & Co. Inc.
Jr. Operations Specialist - IRA (Troy, MI)Oppenheimer & Co. Inc. • Troy, MI, United States
Jr. Operations Specialist - IRA (Troy, MI)

Jr. Operations Specialist - IRA (Troy, MI)

Oppenheimer & Co. Inc. • Troy, MI, United States
2 days ago
Job type
  • Full-time
Job description

Jr. Operations Specialist (IRA)

Oppenheimer & Co. Inc. is seeking an entry level Jr. Operations Specialist (IRA) to join our Operations team in Troy, Michigan. The ideal candidate must be able to work in a fast-paced environment, work independently.

Responsibilities:

  • Utilize knowledge and apply it to individual retirement plans (i.e. account contributions, transfers, rollovers, conversions, journals, recharacterization and distributions.)
  • Utilize knowledge and apply it as it relates to qualified retirement plans (i.e. contributions, distributions, third party distributions, loans and terminating plans)
  • Navigate and understand the FINET system relevant to the department
  • Processing Death Claims
  • Participate in Ad hoc project work assigned

Qualifications:

  • Experience in a corporate environment, ideally within financial services industry preferred
  • Knowledge of IRAs/Retirement Plans preferred
  • Basic Arithmetic skills
  • Able to interface and articulate well with all levels of employees and management in a professional, timely and friendly manner
  • Excellent verbal and written communication skills are a necessity
  • Able to work independently
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Jr. Operations Specialist - IRA (Troy, MI) • Troy, MI, United States

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