Senior IRA Services Representative
2 weeks ago
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Senior IRA Services Representative
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$28.45 - $41.25
Scheduled Weekly Hours:
40
What You'll Be Doing
Acts as a subject matter expert and assists Members/Participants with Individual Retirement Accounts (IRA). Explains Members/Participants the coordination and benefits of product specific to school employees.
- Responds promptly to complex or escalated Member/Participant telephone inquiries regarding Individual Retirement Accounts.
- Responds to inquiries and requests from school district offices, Understands laws, IRS Rules and Regulations governing plan.
- Responds to telephone and written inquiries, researches problems, and provides information to requesting party. Handles the complex and non-routine inquiries by branches/ departments and Members/Participants.
- Process retirement account transfers, rollovers, trustee-to-trustee transfers, and distributions.
- Maintains records and files, researches fees, tax statement problems and corrects appropriate tax forms. Handles complex and non-routine inquiries from branches/departments and Members/Participants, and performs necessary research to resolve issues.
- Provides technical guidance to branch/departments and school districts on IRA products.
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
- High School Diploma or GED required
- 3-5 years of previous related experience required
- Retirement Account Experience preferred
- NASD Series 6 license preferred
- CIP or CPS designation preferred
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
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