Alpaca is hiring a
Operations Associate I - IRA Specialist, Remote - Worldwide
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Operations Associate I - IRA Specialist
🏢 Alpaca
💵 ~$109k-$136k
📍Worldwide
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Summary
The job is for an Operations Associate I - IRA Specialist at Alpaca, a fast-growing fintech company. The role involves handling IRA tax statements and related tasks. The ideal candidate should have relevant qualifications and experience in IRA management.
Requirements
- Knowledge of IRA documents/prototypes
- Experience with IRA Tax Reporting Forms
- Knowledge of IRA portability rules
- Working knowledge of IRA Transfer and Rollover processing and documents
- Understanding of IRA types
- Working knowledge of contribution deadlines
- Familiar with Prohibited transactions within an IRA
- Familiar with domestic retail and foreign account tax withholding and reporting
- Familiar with Escheatment processing and reporting
- Familiar with IRS Liens and Levies
- Familiar with monthly customer account statements
Responsibilities
- Ledgie and ETC portal navigation
- Customer support for IRA related issues
- Audit of IRA account books and record activity versus the year to date tax statement which includes: Review of the appropriate reportable contribution and/or distribution codes, Review of the cash transactions, Review of stock movements, Fair Market Value audit, Calculation of RMD upon customer request
- Aide in potential testing as needed for future code versions
- As necessary, coordinate with the Cashiering Department for use of IRA distribution/contribution codes
- Review of Excess Contributions for courtesy customer reporting
- Communicate and coordinate any necessary data corrections or tax document corrections with ETC
- Process and report escheatment assets for unclaimed property
- Process IRS Liens and Levies
- Preliminary and post monthly customer statement testing
- Assist New Accounts as needed
- Assist with additional operations duties as needed
Preferred Qualifications
FINRA Series 7 or 99 or the ability to obtain these licenses is a plus
Benefits
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
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Please let Alpaca know you found this job on JobsCollider. Thanks! 🙏