Description:
Are you an experienced IRA Operations Analyst ready to make an impact? Join a respected leader in financial services providing cutting-edge retirement solutions. This is your chance to work on a high-visibility program that supports account compliance, performance, and growth.
Why You'll Love This Role:
- Be the go-to expert on Relius and IRA administration across advisor platforms
- Play a central role in optimizing back-office systems
- Collaborate with dedicated professionals in a structured and high-achieving environment
- Annual salary range: $74,000–$120,000 (based on experience and qualifications)
Key Responsibilities:
Relius Platform Management
- Oversee and maintain individual IRA accounts across multiple funds and advisor platforms
- Manage seamless onboarding and accurate account setup in Relius
- Monitor and update system data for accuracy and compliance
Recordkeeping & Compliance Oversight
- Reconcile account balances and transaction accuracy
- Ensure compliance with OFAC and CIP standards
- Generate regulatory and audit reports
Operational Efficiency & Reporting
- Develop and improve Relius workflows
- Lead initiatives to automate and streamline reporting processes
- Act as a subject matter expert for internal stakeholders
Qualifications:
Technical Proficiency
- Proficiency with Excel and reporting tools; SQL knowledge a plus
- Advanced experience with Relius platform
Industry & Compliance Knowledge
- Strong understanding of IRA rules and IRS/DOL compliance
- Familiarity with financial reconciliation and large-scale fund operations
Experience & Education
- High School Diploma or equivalent required
- 3+ years of IRA management or Relius administration experience is a MUST
- Certifications like CISP or QKA are a plus