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Retirement Plan Center Specialist- Hybrid

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  • Requisition # 10052554-WD
  • Job Type Full time
  • Date Posted 05/19/2022
  • Location Monterey Park, CA | Arizona - Remote Worker

Your potential. Your opportunity.

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we’re 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

Reporting to Retirement Plan Center Supervisor, the RPC Specialist is responsible for providing high quality operational and technical phone support to branches and customers by answering and resolving problems and inquiries. Also responsible for processing the most complex retirement plan transactions. Major Responsibilities: 40% Provide operational and technical assistance for over 200 branch operations (i.e. account set up and coding account documentation for accuracy and completion). Determine and explain/quote IRS regulations and bank policies for IRA and Small Business Plans (SBP) accounts to branch staff or to customers. 40% Process the most complex transactions occurring in various phases of the retirement plans. This includes "Trustee to Trustee" transfer out, Minimum Mandatory Distributions, etc. Review and verify transactions, ensure documentation is complete. Calculate distributions, penalties and interest. Request original documentation (i.e. Adoption Agreement, Qualified Transfer Request form, and other business related letters). Provide follow ups on pending situations. Audit files received from the retail branches. 10% Monitor and correct discrepancies appearing on daily journal and report to ensure correct government reporting.

Prior knowledge and experience in IRS retirement plan regulation, retirement plan provisions and Bank policies, preferred. Ability to translate IRS regulations to properly explain to customers and branches as well as in the application of processing the daily work.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law. 

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.

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