Financial Services Special Products Team Analyst

Financial Services leader Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $32 billion in retirement plan assets for more than 700,000 individuals. We are constantly looking for ways to create new opportunities to serve our participants. We are oriented toward problem solving. Our culture is values-driven, Associate-friendly, energetic, proactive, and committed to quality and leadership in providing the Financial Services tools to build retirement security for public sector employees. We have the capacity and financial strength to always think long-term, and we use technology to remain smart and nimble. We are terrific navigators, have extraordinary vision and we love to win in our highly competitive financial services marketplace. We have an extraordinary talent base, and we invite you to consider ICMA-RC ' an opportunity to Reach Your Peak.Primary Objective and Purpose:This position is primarily responsible for the daily analysis, research and processing of IRA, RHS and VP transactions and correspondence. It is expected that this associate will continuously analyze current operating procedures and processes for improvement and efficiency. This analyst will be working in multiple capacities and functions so a broad-based knowledge of financial services and operations is preferred. This analyst must have strong customer service skills and a commitment to quality.This position also requires leadership skills for oversight responsibilities in the absence of the SPT management, to attend meetings in the supervisor's or manager's absence and to represent the team on various task forces. This position is also expected to initiate and organize annual tax reporting and quarterly statement validation.Essential Functions: ' Assure timely and accurate processing of all IRA requests and transactions. This includes, but is not limited to, enrollments, indicative data changes, fund transfers, contributions, transfers, conversions and distributions. Using analytical skills, apply appropriate rules for acceptance of requests, communicating any issues to investors/employers by phone and/or mail. Generate and review appropriate confirmations and other correspondence. Review daily control reports and reconcile as necessary. Facilitate cash handling through DCS functionality. Contact investors or other financial institutions for clarification of issues or to ensure the correct handling of accounts.' Oversight of annual 1099-R and 5498 tax reporting and IRA Fee processing. This includes requesting necessary ad hoc reports, programming electronic filing, validation and mailing. Also responsible for generation of quarterly VantagePoints statements and annual awards, oversight of IRA statement validation and MRD notification.' Active involvement in process improvement for the IRA, VP and RHS products. Active involvement in reviewing and documenting operating procedures, developing processing efficiencies and quality improvements. ' Assure timely and accurate processing of Vantagepoints Rewards and Retirement Health Savings requests and transactions. This includes but is not limited to updating VP eligibility and criteria tables, processing reimbursement requests, checking daily RHS reports, and RHS disbursements. ' Research, analyze and resolve account issues including appropriate documentation and communication to investor within expected time frames. Perform Level 3 and Level 4 review work on IRA, VP & RHS.For your well-being, we offer an exceptional compensation and benefits package that features a highly competitive salary, a 401(k) Plan with a potential employer contribution of 10% per year, annual bonus opportunities for all Associates, and a conveniently located, welcoming, business casual workplace. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. If you have the following credentials, we encourage you to apply:' B.S. Degree or equivalent related experience.' 3 to 5 years experience analyzing and researching IRA's ' Experience in IRA administrative and recordkeeping processing ' Knowledge of the laws and regulations governing IRAs' Experience with Omni Plan/Plus' Excellent written and oral communication skills' Excellent analytical skills' Ability to prioritize effectively' Ability to work well independently and in a team environment Consider ICMA-RC, and respond in strictest confidence. ICMA-RC is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you. RESPOND HERE! Respond immediately by accessing the following dedicated online response form which will allow you to cut and paste your resume. This form will go directly and immediately to the hiring authority for this position. Access the online response form at: http://sh.webhire.com/servlet/resp/rf?jobid=2213477&boardid=749