Distributions Specialist
Company: VirtualVocations
Location: Plano
Posted on: September 21, 2023
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Job Description:
A company is looking for a Distributions Specialist.
Key Responsibilities:
Review and process client initiated distribution, transfer, and
rollover requests
Communicate effectively with clients, authorized third parties, and
internal departments
Assist in the processing of IRA account conversion,
re-characterization, and Institutional/Advisor directed
requests
Required Qualifications:
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
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