Authorized Officer of Retirement Operations (US Shift) UBS

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

Your role You will be joining our Retirement Operations team as an Authorized Officer, where your main responsibility will be to accurately maintain and process IRA and Qualified plan transactions in compliance with IRS regulations. Key Responsibilities: - Oversee and manage IRA transactions with precision and efficiency. - Ensure timely and accurate processing for retirements, maintaining high standards. - Collaborate with internal and external stakeholders to resolve discrepancies and ensure seamless processing. - Stay updated on regulatory requirements and industry best practices to ensure compliance. - Mentor and support junior team members, fostering their growth and development. - Cont...

Posted 1 month ago

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Authorized Officer of Retirement Operations UBS

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

Role Overview: As an Authorized Officer in the Retirement Operations team at UBS, your main responsibility will be to maintain and process IRA and Qualified plan transactions accurately while adhering to IRS regulations. You will play a crucial role in ensuring the seamless processing of retirements and maintaining high standards of efficiency. Key Responsibilities: - Oversee and manage IRA transactions with precision and efficiency. - Ensure timely and accurate processing for retirements, maintaining high standards. - Collaborate with internal and external stakeholders to resolve discrepancies and ensure seamless processing. - Stay updated on regulatory requirements and industry best practi...

Posted 1 month ago

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401k (Insurance) Retirement Operations Analyst Client Support Pune White Horse Manpower Consultancy

1.0 - 6.0 years

3 - 5 Lacs

Pune

Work from Office

401k (Insurance) Retirement Operations Execute complex transaction processing including but not limited to: Withdrawals, Terminations, Forfeitures, Plan-to-Plan Transfers Contributions, Vesting, Funding, Dividends, Exchanges External Audits, Fees Required Candidate profile Investigate and resolve issues related to discrepancies in processing or participant account data. Maintain accurate records and audit trails Collaborate with cross-functional teams Perks and benefits Perks and Benefits

Posted 4 months ago

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