Your role
Ensuring that IRA beneficiaries are determined correctly according to IRS and firm guidelines is crucial for compliance and accuracy. Monitoring and correcting IRA transactions to ensure they comply with IRS guidelines. Partnering with the branch and internal departments to mitigate operational risk highlights the importance of collaboration and communication in this role. The need for retirement operational experience, strong problem-solving skills, and excellent written and verbal skills indicates that this position requires a well-rounded and capable individual. Additionally, the ability to handle a high-volume working environment and flexibility with evening shifts to support US markets shows the demanding nature of the job.
Job Type
Full Time
Job Reference #
334752BR
City
Pune
Your team
Retirement Operations Department plays a crucial role in managing IRA accounts throughout their lifecycle. By servicing the Global Wealth Management business in the United States, you support Financial Advisors, Team Associates, and internal operational partners, ensuring that these accounts are maintained efficiently and effectively. This must involve a lot of coordination and attention to detail to meet IRS regulatory requirements.
Your expertise
Highly motivated with the ability to learn quickly within a pressured environment
- multi-tasking and interacting with multiple clients and business partners simultaneously highlight the need for excellent time management and interpersonal skills.
- proficiency in Microsoft Office applications. Excel, is important for handling data and performing various tasks efficiently.
- knowledge of IRS rules and regulations for IRA and Qualified Plans, as well as IRS tax reporting requirements for IRAs, is vital for ensuring compliance and accuracy in the work performed.
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always 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.
