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Retirement Account Advisor
2 months ago
Company Overview:
At Liberty Bank, we are dedicated to fostering a workplace that embraces Diversity, Equity, and Inclusion (DE&I) across all levels of our organization. Our commitment to these principles enhances our ability to serve our customers and community effectively.
Position Summary:
The Retirement Account Advisor plays a vital role in delivering exceptional customer service and administrative assistance in the management of Individual Retirement Accounts (IRA), Health Savings Accounts (HSA), and Coverdell Education Savings Accounts (ESA). This position is essential for ensuring smooth account transaction processing.
Key Responsibilities:
- Facilitate outgoing Direct Transfers and Direct Rollovers to external custodians.
- Engage with beneficiaries of deceased account holders to set up inherited accounts.
- Process death benefit payments to various beneficiaries.
- Conduct daily reviews of transaction reporting codes for accuracy.
- Ensure the correctness of transactional documentation received from banking offices.
- Maintain comprehensive customer records, both physical and digital.
- Calculate and manage required minimum distributions for clients.
- Verify and dispatch all plan distributions upon customer request.
- Handle federal and state withholding remittances for retirement distributions.
- Provide support and assistance to community banking staff and customers by addressing inquiries and resolving issues professionally.
- Ensure compliance with regulatory requirements related to correction processing, including IRS forms and state laws.
Principal Accountabilities:
- Adhere to all legal, regulatory, and contractual obligations while following established bank policies.
- Make informed decisions in the absence of the manager.
- Assist in maintaining accurate records and files in compliance with IRS and state regulations.
Additional Responsibilities:
- Provide clerical support to facilitate communication between internal and external parties.
- Conduct training on plan operations as needed.
Minimum Qualifications:
- Experience in financial services customer support is essential.
- Ability to research and apply relevant regulations, including Internal Revenue Code.
- Strong analytical and reasoning skills.
- Capability to prioritize tasks and work independently.
Physical Requirements:
- Proficient use of general office equipment.
- Ability to maintain prolonged periods of sitting.
Compliance Commitment:
Liberty Bank is an Equal Opportunity Employer, committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
