Authorized Officer of Retirement Operations (US Shift) bei UBS Group AG

We are seeking a highly motivated and detail-oriented Authorized Officer to join our Retirement Operations team. The successful candidate will be responsible for maintaining and processing IRA and Qualified plan transactions accurately and in compliance with the IRS regulations.

Key Responsibilities:

Oversee and manage IRA transactions with precision and efficiency.

Ensure timely and accurate processing for retirements, maintaining high standards.

Collaborate with internal and external stakeholders to resolve discrepancies and ensure seamless processing.

Stay updated on regulatory requirements and industry best practices to ensure compliance.

Mentor and support junior team members, fostering their growth and development.

Contribute to project delivery, ensuring successful outcomes.

Review and update SOPs quarterly to maintain current and effective procedures.

Pune

Full Time

India

Operations

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. 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.

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.

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Bachelor’s degree in Finance, Business Administration, or a related field.

At least 3 years of experience in Retirement Operations and /or IRA Tax Reporting

In-depth knowledge of financial markets and IRS rules and regulations for IRA and Qualified plans

Exceptional analytical and problem-solving skills.

Meticulous attention to detail and ability to thrive under pressure.

Proficiency in Microsoft Office Suite, especially Excel.

Excellent communication and interpersonal skills.

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

We may request you to complete one or more assessments during the application process. Learn more