Retirement Account Specialist

2 weeks ago


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

About Us
At 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 Overview
The IRA Services Representative plays a crucial role in assisting Members and team members with various retirement products, including Individual Retirement Accounts and Deferred Compensation Plans.

Compensation
The salary range for this position is as follows:
Pay Range:
$32.88
Scheduled Weekly Hours:
40

Key Responsibilities
As an IRA Services Representative, you will:

  • Address Member inquiries regarding retirement products, ensuring prompt and accurate responses.
  • Possess a thorough understanding of laws, IRS regulations, and compliance requirements related to retirement plans.
  • Handle complex inquiries from Members and internal departments, providing detailed information and solutions.
  • Facilitate account transfers, rollovers, trustee-to-trustee transfers, and distributions.
  • Maintain accurate records, address tax statement issues, and ensure compliance with mandatory distribution requirements.

Additional Responsibilities
In addition to the primary duties, you will:
  • Perform other related tasks as assigned.
  • Adhere to regulatory compliance and complete required training, including BSA regulations relevant to your role.

Qualifications
To be considered for this position, candidates should possess:
  • A High School Diploma or GED.
  • 1-3 years of relevant experience.
  • Experience with retirement accounts is preferred.

Diversity and Inclusion Commitment
SchoolsFirst FCU is dedicated to building a diverse and inclusive workforce. 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.

We are an equal opportunity employer and prohibit discrimination based on various protected statuses.

This organization participates in E-Verify.

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