Asset Transfer Specialist

4 days ago


Midvale, Utah, United States Fortis Bank Full time
Job Summary

The Asset Transfer Specialist at Fortis Bank is responsible for processing distributions, transfers, and rollover requests for our Self-Directed IRA clients. This role requires a strong client experience culture, partnering with clients, authorized third parties, and other entities to facilitate an efficient and smooth process for IRA transactions.

Key Responsibilities
  • Deliver a comprehensive, smoothly executed client service experience by providing ongoing support to our clients related to IRA transaction requests.
  • Analyze and process client-initiated distributions, transfers, and rollover requests.
  • Ensure all transactions are processed accurately and according to client instructions.
  • Ensure all documentation related to transactions is appropriately archived and noted within the correct system.
  • Partner with the IRA Operations Manager to setup an efficient and compliant process for ACATS transfer.
  • Process outgoing ACATS transactions and ensure all documentation related to the ACATS is appropriately collected and maintained in Bank systems.
  • Ensure all discrepancies are addressed, communicated, and resolved in a timely manner.
  • Proactively communicate with clients to advise them of the status of their requests.
  • Manage call, chat, and e-mail volume for the IRA Operations team by answering, screening, and forwarding incoming correspondence appropriately.
  • Assist in processing outgoing cash transactions within the Bank's trust accounting system (ACH, checks, and wires).
  • Develop a fundamental understanding of the banking and retirement industry, as well as a complete understanding of products and services offered to our clients.
  • Follow all internal policies and procedures to ensure the bank is operating in a compliant manner.
Requirements
  • Bachelor's Degree preferred; High school diploma required.
  • Minimum of 3-5 years of experience in trust or retirement operations, banking experience a plus.
  • Experience in ACATS strongly preferred.
  • Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
  • Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
  • Strong ability to adapt to systems and technology, including but not limited to: banking and/or trust core accounting systems, client relationship management tools, conference room management and teleconferencing systems and tools, and other common office management products.
  • Communicates effectively and professionally, both verbally and via e-mail and other chat tools.
  • Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
  • Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.


  • Midvale, Utah, United States Zions Bancorporation Full time

    At Zions Bancorporation, we are seeking an Accounting Specialist for Fixed Assets to join our Enterprise Accounting department. This role is part of our Enterprise Finance & Accounting teams, which provide accurate financial statements.The Fixed Assets team is responsible for the accounting of fixed assets throughout their lifecycle, from purchase to...


  • Midvale, Utah, United States Zions Bancorporation Full time

    Zions Bancorporation N.A. Enterprise Finance & Accounting teams prioritize precision in financial statements. Leveraging innovation and automation, we have consistently delivered exceptional ethical standards to our stakeholders, clients, and colleagues for over 150 years. Join us in transforming our workforce for the future.The Fixed Assets team falls...


  • Midvale, Utah, United States BankTalent HQ Full time

    Accounts Receivable & Monitoring SpecialistZions Bancorporation is a leading financial services company operating in the western United States. We are committed to providing exceptional banking services to our customers and creating fulfilling opportunities for our employees.We are seeking an experienced Accounts Receivable & Monitoring Specialist to join...


  • Midvale, Utah, United States BankTalent HQ Full time

    Job Title: Retail Loan Workout Relationship SpecialistZions Bancorporation is a leading financial services company operating in western markets. We're committed to creating fulfilling opportunities for outstanding individuals within our organization.We value our employees and strive to provide a work environment that fosters strong relationships with our...


  • Midvale, Utah, United States Ameriprise Financial Full time

    Become a part of our team as a Client Service Specialist at Ameriprise FinancialIf you possess experience in financial advisory and are looking to elevate your career with a top-tier organization, Ameriprise Financial stands as a leader in financial advisory services, recognized for our commitment to client satisfaction. We prioritize delivering a tailored...


  • Midvale, Utah, United States TPG Staffing Full time

    Job SummaryTPG Staffing LLC is a leading national staffing agency providing businesses and job applicants with quality opportunities in a wide range of industries. We believe in getting the right person for the right job and the right job for the person. Our client in Cottonwood Heights, UT is seeking a skilled professional to process trades, dividends,...


  • Midvale, Utah, United States BankTalent HQ Full time

    Digital Marketing Specialist OpportunityAbout the RoleZions Bancorporation, a leading financial services company, is seeking a talented Digital Marketing Specialist to join their Enterprise Marketing team. As a key member of the team, you will play a crucial role in improving the company's online visibility and driving organic traffic to their websites.Key...


  • Midvale, Utah, United States BankTalent HQ Full time

    Job Title: Retail Loan Workout Relationship SpecialistZions Bancorporation is a leading financial services company operating in western markets. We are committed to providing excellent banking services to our customers and creating fulfilling opportunities for our employees.We are seeking an experienced Retail Loan Workout Relationship Specialist to join our...


  • Midvale, Utah, United States BankTalent HQ Full time

    Job Title: Retail Loan Workout Relationship SpecialistZions Bancorporation is a leading financial services company operating in western markets. We are committed to providing excellent banking services to our customers and creating fulfilling opportunities for our employees.We are seeking an experienced Retail Loan Workout Relationship Specialist to join our...


  • Midvale, Utah, United States Breeze Airways Full time

    At Breeze Airways, we are dedicated to providing exceptional travel experiences for our guests. As a Materials Aircraft Ground Support Specialist, you will play a crucial role in maintaining the operational efficiency of our fleet. This exciting opportunity involves sourcing and coordinating logistics for critical aircraft parts, ensuring timely delivery to...


  • Midvale, Utah, United States Breeze Airways Full time

    Breeze Airways is a dynamic airline company that is known for its excellent customer service and commitment to making travel simple, affordable, and convenient. As a Travel Logistics Specialist, you will play a vital role in ensuring smooth and efficient travel arrangements for all our Team Members. Your primary responsibility will be to coordinate and book...


  • Midvale, Utah, United States WinCo Foods Full time

    Job Title: Loss Prevention AgentAt WinCo Foods, we're committed to providing a safe and secure shopping environment for our customers. As a Loss Prevention Agent, you'll play a critical role in protecting our assets and preventing losses.Key Responsibilities:Detect and apprehend shoplifters in accordance with company policies and local...


  • Midvale, Utah, United States WinCo Foods Full time

    Job Summary:As a Loss Prevention Agent at WinCo Foods, you will play a critical role in protecting our assets and ensuring the integrity of our operations. Your primary responsibilities will include:Detecting and apprehending shoplifters in accordance with company policies and local laws/regulations.Preparing and submitting reports involving investigations...


  • Midvale, Utah, United States BankTalent HQ Full time

    Job Title: Regional Security OfficerAt BankTalent HQ, we're committed to creating a work environment that fosters growth, innovation, and collaboration. We're seeking a dedicated Regional Security Officer to join our team, who will be responsible for providing a broad range of security services to the corporation and its affiliates.Key...


  • Midvale, Utah, United States Senior Helpers of Salt Lake Full time

    Senior Helpers of Salt Lake - CNA Job DescriptionWe are seeking a compassionate and caring Certified Nursing Assistant (CNA) to join our team at Senior Helpers of Salt Lake. As a CNA, you will play a vital role in providing high-quality care and support to our clients in their homes.Responsibilities:Assist with activities of daily living, such as bathing,...


  • Midvale, Idaho, United States Fortis Bank Full time

    Job DescriptionAs an Asset Transfer Specialist at Fortis Bank, you will play a vital role in ensuring the smooth processing of distributions, transfers, and rollover requests for our Self-Directed IRA clients. This position requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.Key...


  • Midvale, United States Zions Bancorporation Full time

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in the Specialist, Healthcare, Experience


  • Midvale, United States Breeze Airways Full time

    Working at Breeze Airways is an exciting endeavor and a serious commitment to bring "The World's Nicest Airline" to life. We work cross-functionally with truly awesome Team Members to deliver on our mission: "To make the world of travel simple, affordable, and convenient. Improving our guests travel experience using technology, ingenuity and kindness."Breeze...


  • Midvale, United States Zions Bancorporation Full time

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the...

  • Automation Specialist

    2 weeks ago


    Midvale, Idaho, United States Kesta IT Full time

    Job DescriptionAutomation EngineerWe are seeking a highly skilled Automation Engineer to join our team at Kesta IT. As an Automation Engineer, you will be responsible for designing, implementing, and maintaining automation frameworks to evaluate, test, and assess security controls.Key ResponsibilitiesDesign and implement automation frameworks to continuously...


  • Midvale, United States BankTalent HQ Full time

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the...


  • Midvale, Idaho, United States Ovation Primary Care & Hospice Full time

    Hospice Aide Job SummaryOvation Primary Care & Hospice is seeking a compassionate and skilled Hospice Aide to provide personal care to patients under the direction of a registered nurse.ResponsibilitiesDocument care provided according to organization policy.Report any deviations from the Plan of Care to the Case Manager.Use Durable Medical Equipment...


  • Midvale, Idaho, United States SoFi Full time

    Job Title: Senior Identity and Access Management EngineerAt SoFi, we're shaping a brighter financial future with our members. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.The Role:The Senior Identity and Access Management Engineer is...


  • Midvale, United States BankTalent HQ Full time

    Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the...