Posted on: September 21, 2023
A company is looking for a Distributions Specialist.
Review and process client initiated distribution, transfer, and
Communicate effectively with clients, authorized third parties, and
Assist in the processing of IRA account conversion,
re-characterization, and Institutional/Advisor directed
Bachelor's Degree in Business, Finance, or related field
1 - 3 years of applicable experience
Strong computer aptitude with proficiency in Microsoft Outlook,
Word, and Excel
Working knowledge of trust accounting systems preferred
Previous experience with IRAs, Solo 401(k) plans, and Qualified
Retirement Plans preferred
Keywords: VirtualVocations, Plano , Distributions Specialist, Professions , Plano, Texas
Didn't find what you're looking for? Search again!