Asset Administration, Operations Specialist

📋 Description

• Review and update client account info including valuations, LLC dissolutions, and assets in receivership.
• Identify and assess client submissions to achieve compliant results.
• Provide accurate information using methods/tools per company procedures.
• Maintain records of client submissions, process requests, and file documents.
• Follow communication procedures, guidelines and departmental policies.
• Other duties as assigned to support the overall success of the team and organization.

🎯 Requirements

• Knowledge of IRS Regulations for retirement accounts and qualified plans.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office.
• Strong organizational skills; multi-tasking and time management.
• Ability to identify process improvements and solve problems.
• Self-motivated, able to work under pressure and stay resourceful.