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IRA Operations Specialist

2 months ago

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

Job Summary:

The Fortis Bank IRA Operations Specialist is responsible for processing distributions, transfers, and rollover requests for our Self-Directed IRA clients. This individual will uphold our strong client experience culture by partnering with our clients, authorized third parties, and other entities to facilitate an efficient and smooth process for IRA transactions.

Key Responsibilities:

  • Client Service: Deliver a comprehensive, smoothly executed client service experience by providing ongoing support to our clients related to IRA transaction requests.
  • Transaction Processing: Analyze and process client-initiated distributions, transfers, and rollover requests.
  • Accuracy and Compliance: Ensure all transactions are processed accurately and according to client instructions.
  • Documentation Management: Ensure all documentation related to transactions is appropriately archived and noted within the correct system.
  • ACAT Transactions: Process outgoing ACAT transactions and ensure all documentation related to the ACAT is appropriately collected and maintained in Bank systems.
  • Discrepancy Resolution: Ensure all discrepancies are addressed, communicated, and resolved in a timely manner.
  • Client Communication: Proactively communicate with clients to advise them of the status of their requests.
  • Team Support: Manage call, chat, and e-mail volume for the IRA Operations team by answering, screening, and forwarding incoming correspondence appropriately.
  • Cash Transactions: Assist in processing outgoing cash transactions within the Bank's trust accounting system (ACH, checks, and wires).
  • Industry Knowledge: Develop a fundamental understanding of the banking and retirement industry, as well as a complete understanding of products and services offered to our clients.
  • Compliance: Follow all internal policies and procedures to ensure the bank is operating in a compliant manner.

Requirements:

  • Education: Bachelor's Degree preferred; High school diploma required.
  • Experience: Minimum of 3-5 years of experience in trust operations, banking experience a plus.
  • Culture Fit: Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
  • Technical Skills: Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
  • Adaptability: 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.
  • Communication: Communicates effectively and professionally, both verbally and via e-mail and other chat tools.
  • Organizational Skills: Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
  • Interpersonal Skills: Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.