Experienced IRA Services Specialist

1 week ago

Tustin, California, United States SchoolsFirst Federal Credit Union Full time

About the Role
We are seeking a dedicated and knowledgeable professional to fill the position of Senior IRA Services Representative. This role is essential in providing expert assistance to our Members and Participants regarding Individual Retirement Accounts (IRA).

Compensation
The salary range for this position is outlined below. Our compensation structure is designed to accommodate candidates with varying levels of expertise and experience, allowing for growth and advancement over time. Initial salary offers typically fall within the minimum to midpoint of the established pay range. Any offer made will reflect the candidate's unique qualifications, including knowledge, skills, education, and experience, as well as internal equity considerations.

Pay Range:
$41.25

Scheduled Weekly Hours:
40

Key Responsibilities
As a Senior IRA Services Representative, you will:

  • Act as a subject matter expert, providing guidance to Members and Participants on IRA-related inquiries.
  • Address complex or escalated telephone inquiries from Members and Participants regarding Individual Retirement Accounts.
  • Respond to requests from school district offices and maintain a comprehensive understanding of relevant laws, IRS regulations, and plan governance.
  • Handle both telephone and written inquiries, conducting thorough research to resolve issues and provide accurate information.
  • Facilitate retirement account transfers, rollovers, trustee-to-trustee transfers, and distributions.
  • Maintain accurate records and files, addressing fee inquiries, tax statement discrepancies, and correcting tax forms as necessary.
  • Provide technical support to branches, departments, and school districts concerning IRA products.
Additional Responsibilities
  • Perform other assigned duties as required.
  • Adhere to regulatory compliance and complete assigned training, including BSA regulations pertinent to job responsibilities.
Qualifications
To be considered for this role, candidates should possess:
  • A High School Diploma or GED.
  • 3-5 years of relevant experience.
  • Experience with retirement accounts is preferred.
  • NASD Series 6 license is preferred.
  • CIP or CPS designation is preferred.
Diversity and Inclusion Commitment
SchoolsFirst FCU is committed to fostering a diverse, equitable, and inclusive workplace. We encourage individuals from all backgrounds to apply, even if their experience does not align perfectly with every qualification listed. Many skills are transferable, and you may be the ideal candidate for this or other opportunities within our organization.

SchoolsFirst Federal Credit Union is an equal opportunity employer, dedicated to creating a culture of diversity and inclusion. We prohibit discrimination against qualified individuals based on protected veteran status or disability, as well as all individuals based on race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

  • Retirement Account Services Specialist

    2 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    About UsAt SchoolsFirst Federal Credit Union, we pride ourselves on our commitment to diversity, equity, and inclusion in the workplace. We are dedicated to building a team that reflects these values and fosters a supportive environment for all employees.Position OverviewThe IRA Services Representative plays a crucial role in assisting Members and colleagues...

  • Retirement Account Specialist

    2 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    About UsAt SchoolsFirst Federal Credit Union, we pride ourselves on fostering a diverse and inclusive workplace that values every team member's contributions. Position OverviewThe IRA Services Representative plays a crucial role in assisting Members and colleagues with retirement solutions, including Individual Retirement Accounts and Deferred Compensation...

  • Retirement Account Specialist

    2 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    About UsAt SchoolsFirst Federal Credit Union, we pride ourselves on fostering a diverse and inclusive workplace. We are committed to attracting talented individuals who are dedicated to providing exceptional service.Position OverviewThe IRA Services Representative plays a crucial role in assisting Members and team members with various retirement products,...

  • Senior Individual Retirement Account Specialist

    2 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    About the RoleWe are in search of skilled, service-oriented individuals to enhance our exceptional team. The Senior IRA Services Representative plays a crucial role in providing expertise and support to Members and Participants regarding Individual Retirement Accounts (IRA).Compensation Details:The salary range for this position is outlined below. Our...

  • Travel Nurse RN Telemetry Specialist

    3 days ago

    Tustin, California, United States Aequor Healthcare Services Full time

    Aequor Healthcare Services is seeking a skilled Travel Nurse RN Telemetry Specialist for a challenging travel nursing opportunity.**Job Summary:**We are looking for a highly motivated and experienced Registered Nurse Telemetry Traveler to join our team. The ideal candidate will have a proven track record of providing exceptional patient care in a telemetry...

  • Event Service Specialist

    1 week ago

    Tustin, California, United States Troon International Full time

    Event Service Specialist Job DescriptionAssist in the preparation and dismantling of event spacesDeliver food and beverage requests to guestsEnsure cleanliness and adherence to health standardsSurpass customer service expectationsMaintain composure in a dynamic environmentSupport the upkeep of tidy dining areasCommunicate essential details regarding orders...

  • Event Service Specialist

    2 weeks ago

    Tustin, California, United States Troon International Full time

    Event Service Specialist Job DescriptionAssist in the preparation and dismantling of the event spaceDeliver food and beverage requestsEnsure cleanliness and adherence to hygiene standardsSurpass customer service expectationsMaintain composure in a dynamic environmentSupport the upkeep of tidy dining areasCommunicate essential details regarding orders and...

  • Event Service Specialist

    1 week ago

    Tustin, California, United States Troon International Full time

    Event Service Specialist Job DescriptionAssist in the preparation and dismantling of event spacesDeliver food and beverage requestsEnsure cleanliness and adherence to hygiene standardsSurpass customer service expectationsMaintain composure in a high-energy environmentSupport the upkeep of tidy dining areasCommunicate critical details regarding orders and...

  • Senior Individual Retirement Account Specialist

    1 week ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    About the RoleWe are in search of dedicated, skilled, and service-oriented individuals to enhance our outstanding team.Position OverviewThe compensation range for this role is outlined below. Our salary structures are designed to accommodate candidates with varying levels of expertise and experience, allowing for growth and advancement within the position...

  • Restoration Specialist

    7 days ago

    Tustin, California, United States BluSky Full time

    About the RoleWe are seeking a highly skilled and experienced Restoration Specialist to join our team at BluSky. As a key member of our disaster recovery team, you will be responsible for responding to emergency situations and restoring properties to their original condition.Key ResponsibilitiesRespond to emergency situations and assess damage to...

  • Travel Nurse ICU Specialist

    4 days ago

    Tustin, California, United States Epic Travel Staffing Full time

    Job Title: Travel Nurse ICU SpecialistJob Type: Travel NursingLocation: Tustin, CaliforniaJob Description:Job SummaryEpic Travel Staffing is seeking a highly skilled and experienced Travel Nurse ICU Specialist to join our team. As a Travel Nurse ICU Specialist, you will be responsible for providing high-quality patient care in a fast-paced Intensive Care...

  • Travel Nurse RN ICU Specialist

    4 days ago

    Tustin, California, United States Wellspring Nurse Source Full time

    We are seeking a skilled Travel Nurse RN ICU Specialist to join our team at Wellspring Nurse Source. As a leading provider of travel nursing services, we offer a unique opportunity for experienced ICU nurses to work in a dynamic and supportive environment.Job RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RN - Registered NurseShift: 12 hours,...

  • Travel Nurse ICU Specialist

    2 days ago

    Tustin, California, United States Aequor Healthcare Full time

    Aequor Healthcare is seeking a skilled travel nurse ICU specialist to fill a travel nursing position in a dynamic and fast-paced ICU environment.**Job Summary:**We are looking for a highly motivated and experienced ICU travel nurse RN to join our team. As a travel nurse ICU specialist, you will be responsible for providing high-quality patient care in a...

  • Restoration Specialist

    3 days ago

    Tustin, California, United States BluSky Full time

    About the RoleWe are seeking a highly skilled and experienced Restoration Specialist to join our team at BluSky. As a key member of our emergency response team, you will be responsible for responding to property loss situations and mitigating damage in residential and commercial structures.Key ResponsibilitiesWater Damage Mitigation: Extract water from...

  • Experienced Executive Administrative Coordinator

    1 week ago

    Tustin, California, United States RemX Full time

    Job OverviewRemX is in search of a proficient Executive Administrative Coordinator to provide exceptional administrative assistance for senior leadership within a prominent healthcare organization.Essential Qualifications:At least two years of experience in high-level administrative support.A Bachelor's Degree is preferred.A minimum of three years in a...

  • Lead Technical Support Specialist

    2 weeks ago

    Tustin, California, United States Families Together of Orange County Full time

    Job OverviewPosition: Lead Technical Support SpecialistDepartment: Information TechnologyReports To: IT ManagerFamilies Together of Orange County is in search of a dedicated and experienced Lead Technical Support Specialist to enhance our IT department. The successful candidate will play a pivotal role in delivering high-level technical assistance across...

  • Registered Veterinary Technician in Internal Medicine

    1 week ago

    Tustin, California, United States Veterinary Surgical Specialist of Orange County Full time

    Join Our Dedicated Team in Veterinary Internal MedicineAre you passionate about making a significant impact in the lives of animals?Do you want to collaborate with a team of highly skilled professionals?We invite you to become a vital part of our innovative Surgical/Urgent Care/Internal Medicine practice.We are currently seeking a Registered Veterinary...

  • Room Care Specialist

    2 weeks ago

    Tustin, California, United States Marriott International Inc Full time

    Additional Information Pay: $20.15 to $21.15/hour Job Number Job Category Housekeeping & Laundry Schedule Full-Time Position Type Non-Management POSITION SUMMARYAt Marriott International, we believe that our roles extend beyond simply providing guests with a tidy room and a neatly made bed. Our aim is to create experiences that are both memorable and...

  • Culinary Preparation Specialist

    1 week ago

    Tustin, California, United States Dave's Hot Chicken - Kezo California Full time

    Position Overview:The Culinary Preparation Specialist plays a crucial role in the kitchen by executing designated tasks that include food preparation, maintaining a clean workspace, and collaborating effectively with team members. This position demands a keen eye for detail, dependability, and a commitment to efficiency. A successful Culinary Preparation...

  • Urogynecology Specialist

    1 week ago

    Tustin, California, United States Provider Solutions & Development Full time

    Join Our Team as a Urogynecology SpecialistProvider Solutions & Development is excited to announce an opportunity for a Urogynecology Specialist to become a vital part of our dedicated team. This full-time position is designed for those who thrive in a collaborative and supportive environment, focusing on women's health and well-being.Position...