Asset Transfer Coordinator
7 days ago
Salary: $65,000 - $85,000 per year
Job OverviewAt Fortis Bank, we are seeking a highly skilled Asset Transfer Specialist to join our team. As an integral member of our operations department, you will play a critical role in processing distributions, transfers, and rollover requests for our Self-Directed IRA clients.
About the RoleWe are looking for a detail-oriented and organized individual with excellent communication skills to provide top-notch client service experience. The ideal candidate must be able to analyze and process client-initiated transactions efficiently, ensuring accuracy and compliance with all relevant regulations.
- Main Responsibilities:
- Deliver exceptional client service by providing ongoing support 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
- Partner with the IRA Operations Manager to setup an efficient and compliant process for ACATS transfer
- Process outgoing ACATS transactions and maintain accurate documentation
- Proactively communicate with clients on request status and resolve discrepancies in a timely manner
- Manage call, chat, and email volume for the IRA Operations team
- Develop a fundamental understanding of banking and retirement industry products and services
To be successful in this role, you should possess:
- Bachelor's Degree preferred; High school diploma required
- Minimum 3-5 years of experience in trust or retirement operations, banking experience a plus
- Experience in ACATS strongly preferred
- Excellent communication and organizational skills
- Proficient in Microsoft Office suite products and technology
- Ability to adapt to systems and technology
Fortis Bancorp is a $1.3 billion bank holding company for Fortis Bank, a full-service bank providing loans, deposits, and cash management services to businesses and their principals. Our people enjoy being empowered to make a tangible impact in a progressive work culture that combines banking expertise and personalized services to create an unparalleled level of client experience.
At Fortis Bank, we value talent and recognize the importance of developing our employees. Join a team where your expertise and passion can make a meaningful impact.
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