Associate - Retirement Consulting

UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland’s leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.Your job is to review and process STAR and Vantive cases. In addition, you review and approve Qualified Plan, 403(b)(7) distribution, and Plan Code changes. You complete deletions and transactions of IRD1 and QPEX codes. You test 1099R, 1099Q, YEV’s and legislative updates. You source product review for 401ks, review infonet procedures, and review and processes IRA Death, and Divorce requests. You will be cross-trained and learn additional Retirement Plan functions. You perform simple IRA mailings, rotational telephone coverage, and special projects that work with Technical Officers on ISD enhancements and systems testing.Preferred Qualifications:You are a College Graduate.We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual’s contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
REQUIREMENTS
Basic Qualifications:You are a candidate with Limited Retirement Plan knowledge and a Financial Industry background. You have good communication, analytical, and computer skills.