IRA Operations Associate - Retirement Plans

Oppenheimer & Co Inc; Troy (MI); On-site; USD 40,000 - 55,000; Full time

Job summary

Oppenheimer & Co. Inc. in Troy, MI invites applications for a Jr. Operations Specialist (IRA). This entry-level role supports our Operations team in handling retirement plan processes in a fast-paced environment.

The successful candidate will work independently, apply knowledge of IRAs, and learn FINET systems while contributing to daily processing and ad hoc projects to support our client services.

Qualifications

• Experience in a corporate environment, ideally within financial services.
• Knowledge of IRAs/Retirement Plans.
• Basic arithmetic skills.
• Excellent verbal and written communication skills.

Responsibilities

• Manage IRA activities: contributions, transfers, rollovers, conversions, journals, distributions.
• Handle qualified retirement plans: contributions, distributions, loans, terminations.
• Navigate the FINET system relevant to the department.
• Process death claims.
• Participate in ad hoc projects.

Job description

Oppenheimer & Co. Inc. in Troy, MI invites applications for a Jr. Operations Specialist (IRA). This entry-level role supports our Operations team in handling retirement plan processes in a fast-paced environment.

The successful candidate will work independently, apply knowledge of IRAs, and learn FINET systems while contributing to daily processing and ad hoc projects to support our client services.