Manage full lifecycle of retirement accounts including contributions, rollovers, conversions, distributions, RMDs, and tax reporting. Support Form 1099-R and 5498 filing, resolve reporting discrepancies, maintain compliance with IRC/ERISA/FINRA/SEC, handle customer inquiries, and drive process improvements to reduce risk and increase efficiency.

The Senior SOC Analyst monitors and investigates security incidents, manages vulnerabilities, analyzes security data, and leads investigations to improve security posture.