Trading & Operations Associate (Retirement Plans)

Retirement Management Systems Inc; Stevensville (MD); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

401(k) matching

Job summary

Retirement Management Systems Inc is seeking a motivated, highly organized individual to join our team as a Trading & Operations Associate. This entry-level role offers hands-on exposure to 401(k), 403(b), 457 and other defined contribution retirement plans, investment transactions, portfolio management and client service.

You will learn the fundamentals of investments, retirement plans and financial markets while performing accurate data entry, trade processing and reconciliation in an

Qualifications

• Associate's degree or higher is required.
• Strong basic math and comfort with percentages and dollar amounts.
• Proficiency with Microsoft Excel.
• Excellent attention to detail and accuracy.
• Organized with strong time-management skills.
• Clear verbal and written communication.
• Ability to follow established procedures.
• Willingness to learn investments and retirement plans.
• Clean background check.

Responsibilities

• Execute and process investment trades for 401(k), 403(b), 457 and other defined contribution retirement accounts.
• Navigate multiple financial-services websites and platforms to research accounts, process transactions and verify information.
• Enter and maintain investment and account data accurately.
• Review trade information and account details for accuracy before and after transactions.
• Perform calculations involving investment amounts, percentages and account balances.
• Monitor transactions and follow up on items needing attention.
• Communicate with clients and other financial-services professionals by telephone and email.
• Assist with reconciliation and quality-control procedures.
• Maintain organized records and documentation.
• Use Microsoft Excel for basic data entry, calculations, sorting, filtering and other routine tasks.
• Learn and work within the firm's investment-management and trading procedures.
• Assist other members of the investment and operations team as needed.

Skills

Organized

Attention to detail

Math skills

Verbal communication

Written communication

Independent work

Willingness to learn

Education

Associate's degree or higher

Tools

Microsoft Excel

Job description

Retirement Management Systems Inc is seeking a motivated, highly organized individual to join our team as a Trading & Operations Associate. This entry-level role offers hands-on exposure to 401(k), 403(b), 457 and other defined contribution retirement plans, investment transactions, portfolio management and client service.

You will learn the fundamentals of investments, retirement plans and financial markets while performing accurate data entry, trade processing and reconciliation in an