Senior Retirement Operations Analyst — Hybrid

Apex Fintech Solutions; Austin (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Healthcare benefits

401k match

Tuition reimbursement

Job summary

Apex Fintech Solutions seeks a Senior Retirement Analyst to manage the full lifecycle of retirement account operations for introducing broker‑dealers. You will handle contributions, distributions, tax reporting, and regulatory compliance with a focus on IRS rules and ERISA guidelines.

The role requires in-depth knowledge of retirement plans, experience with FIRE/IRIS, and a track record of improving processes while ensuring accuracy and regulatory adherence. A hybrid work model is offered.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related field.
• 5+ years in retirement account operations, brokerage operations, or financial services operations preferred.
• Strong knowledge of IRS rules governing retirement accounts, ERISA, and FINRA/SEC guidelines.

Responsibilities

• Process and monitor retirement account operations, including contributions and distributions across multiple IRA/retirement product types.
• Assist with tax reporting and IRS forms (Form 1099-R, Form 5498) and ensure timely filings.
• Maintain compliance with IRC, ERISA, FINRA/SEC requirements and customer service standards.

Skills

Retirement ops

IRS rules

FINRA/SEC guidelines

SQL

Excel

Claude AI

FIRE/IRIS

Education

Bachelor's Degree (Finance/Economics/Accounting/Business)

Tools

FIRE/IRIS

IRS filing systems

Job description

Apex Fintech Solutions seeks a Senior Retirement Analyst to manage the full lifecycle of retirement account operations for introducing broker‑dealers. You will handle contributions, distributions, tax reporting, and regulatory compliance with a focus on IRS rules and ERISA guidelines.

The role requires in-depth knowledge of retirement plans, experience with FIRE/IRIS, and a track record of improving processes while ensuring accuracy and regulatory adherence. A hybrid work model is offered.