Finance Operations Associate, Executive Assistant
Lincoln Avenue Capital
Distribution Analyst II
PCS Retirement
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $35,000 - $60,000 per year
Job Level
Mid-LevelSenior
About the role
- Process and disburse financial transactions from retirement accounts to account holders including wires, check disbursements, deposits, and ACH transactions.
- Evaluate, approve, and process retirement account requests received from clients under general supervision.
- Acquire and maintain knowledge of IRS rules and tax codes; follow internal regulations, SEC, and IRS requirements.
- Research individual account activity to resolve account and plan related issues for internal and external customers.
- Perform quality reviews, prepare manual investment transactions, field incoming emails, monitor department inboxes and workflow queues, and meet daily deadlines.
- Enhance client experience by providing feedback to streamline processes and increase efficiency.
Requirements
- Associates Degree or any equivalent combination of education, experience, and/or training approved by Human Resources.
- Financial Industry Experience is a plus
- Salesforce and / or Relius experience a plus
- Demonstrated competency in a Windows based environment; Intermediate Microsoft Office applications skills required: Word, Excel, Power Point, Outlook, and Access; keyboarding proficiency, internet savvy and use of web-based systems
- Demonstrated ability to effectively communicate professionally both verbally and in writing with diverse internal and external parties
- Experience effectively handling customer inquiries and address customer issues
- Strong analytical foundation, sound judgment, and ability to solve complex problems independently
- Ability to manage multiple responsibilities simultaneously and complete tasks as assigned
- Ability to work effectively within a team environment
- Flexibility to work overtime and varied shifts as requested
