.webp){kind=logo}
An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
- Your role
- 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.
- Contribute to project delivery, ensuring successful outcomes.
- Review and update SOPs quarterly to maintain current and effective procedures.
- A Bachelors degree in Finance, Business Administration, or a related field.
- At least 3 years of experience in Retirement Operations and/or IRA Tax Reporting.
- In-depth knowledge of financial markets and IRS rules and regulations for IRA and Qualified plans.
- Exceptional analytical and problem-solving skills.
- Meticulous attention to detail and ability to thrive under pressure.
- Proficiency in Microsoft Office Suite, especially Excel.
- Excellent communication and interpersonal skills.
- How we hire
- We may request you to complete one or more assessments during the application process. Learn more
- Join us
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:
Your expertise
To excel in this role, you should have:
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
At UBS, we value our people, their diverse skills, experiences, and backgrounds, which drive our ongoing success. We are dedicated to our craft, passionate about putting our people first, offering new challenges, a supportive team, growth opportunities, and flexible working options when possible. Our inclusive culture brings out the best in our employees at every stage of their career journey. We believe in collaboration because together, we are more than ourselves. If you require reasonable accommodation/adjustments throughout our recruitment process due to disability, please contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.,
Skills
OperationsAdministrationDeliveryIRAExcelRegulationsAnalytical SkillsMicrosoft Office SuiteProblemsolving SkillsInterpersonal SkillsCommunication SkillsQualified Plan TransactionsRetirement OperationsFinancial MarketsIRS RulesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award-winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland. With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.
Similar Jobs
View allLooking for something similar?
New Operations Maintenance & Support roles in Maharashtra.
One email a day. Unsubscribe any time.
