Apex Fintech Solutions
Builtin · Indexed 2026-08-14
Senior Operations Analyst (Retirements)
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Indexed description
Apex Fintech Solutions Senior Operations Analyst (Retirements) Reposted 15 Hours AgoSaved Hybrid Austin, TX, USA Senior level Senior levelFintech • Software • Financial ServicesManage full lifecycle retirement account operations (contributions, distributions, rollovers, RMDs), prepare and file tax forms (1099-R, 5498) via FIRE/IRIS, ensure IRC/ERISA/FINRA/SEC compliance, handle customer inquiries, and drive process improvements to reduce risk and increase operational efficiency.Top Skills: Claude AiFireIrisExcelMS OfficeSQL
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