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Operations Associate - IRA & Qualified Plans

Kforce Inc.
  • Saint Louis, MO
  • $27–$30
1 day ago

Job Description

Kforce has a client in Saint Louis, MO that is seeking an Operations Associate - IRA & Qualified Plans. What You'll Be Doing: The Operations Associate is responsible for aiding in driving departmental results for the Operations IRA and Qualified Plans department. This position requires the ability to gain a sound understanding of department subject matter including assisting in performing a variety of entries done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. What We're Looking For:
  • Works closely with branch personnel regarding IRA distributions, rollovers, beneficiary claims, divorce-related requests, and other IRA account maintenance
  • Reviews forms submitted by branch personnel for accuracy and completeness
  • Images and indexes documents and enters, verifies, and proofreads data, records, reports, and other information
  • Reviews files, records, and supporting documents to obtain the information needed to respond to requests
  • Answers telephone calls, directs callers, takes messages, and responds to correspondence as directed

Requirements:

  • Bachelor's Degree or equivalent experience
  • 0-2 years of professional business related experience
  • Ability to develop a general understanding of industry rules and regulations, as well as Stifel policies applicable to the department
  • Strong attention to detail with a focus on minimizing risk to the firm
  • Demonstrated initiative and self-direction, with the ability to organize and prioritize tasks effectively to meet deadlines
  • Ability to manage large workloads that fluctuate during high-volume periods
  • Ability to work independently throughout the day based on performance criteria established by leadership
  • Proficient in Outlook and Microsoft Office products

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.


Numbers & Facts

LocationSaint Louis, MO
IndustryFinancial Services
Salary$27–$30
Company Size1,000 to 1,499 employees
Year Founded1962
Websitehttp://www.kforce.com/

About Company

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

Skills

  • Detail Orientedunmatched
  • Documentation Reviewunmatched
  • Establish Prioritiesunmatched
  • Leadershipunmatched
  • Legalunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft Product Familyunmatched
  • Procedure Developmentunmatched
  • Quality Controlunmatched
  • Regulationsunmatched
  • Risk Managementunmatched
  • Short Messaging Service (SMS)unmatched
  • Telephone Skillsunmatched
  • Time Managementunmatched

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