Operations Specialist – Retirements
- Location
- Belfast City District, Northern Ireland, United Kingdom
Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and distributions to tax reporting and regulatory compliance, for our introducing broker-dealers. The ideal candidate will have experience in retirement plan administration or brokerage operations, a strong understanding of IRS rules … Excel. Knowledge of SQL and data organization and Claude AI is highly desirable. Experience with tax reporting systems (FIRE/IRIS) is a plus. Regulatory Knowledge: Familiarity with IRS rules governing retirement accounts (contribution limits, RMD calculations, Roth conversion rules, early distribution penalties), ERISA compliance requirements, and FINRA/ ...