IRA Services Representative

2 months ago

Tustin, United States SchoolsFirst Federal Credit Union Full time

We're always looking for diverse, talented, service-oriented people to join our exceptional team.

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:
$22.68 - $32.88

Scheduled Weekly Hours:

40

What You'll Be Doing

Responsible for assisting Members and teammembers with retirement products including Individual Retirement Accounts and Deferred Compensation Plans (457). Explains and recommends to Members and teammembers the coordination and benefits of retirement products.

  • Responds promptly to Member telephone inquiries regarding any retirement products including but not limited to Individual Retirement Accounts and Deferred Compensation Plans.
  • Understands laws, IRS Rules and Regulations governing retirement plans.
  • 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.
  • Process account transfers, rollovers, trustee-to-trustee transfers, and distributions.
  • Maintains records and files, researches fees, tax statement problems and corrects appropriate forms. Researches all mandatory distributions on new and existing plans inclusive of setting up, accuracy, analysis, maintenance and compliance.
Additional Job Functions
  • 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
Qualifications
  • High School Diploma or GED required
  • 1-3 years of previous related experience required
  • Retirement Account Experience 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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