• Search Title Only

Open Retirement Specialist Jobs In Pasadena, Ca - (Pasadena, CA)

Do you have operational experience within banking? Ajilon is recruiting for Retirement Specialist Jobs in Pasadena, Ca. Our client has been in the banking industry for over 100 yrs and has a large presence in southern California. You will be responsible for the following: • Process IRA transactions applying bank policies and IRS Rules and Regulations for new plans, contributions, distributions, Trustee Transfers, Direct Rollovers, etc. • Communicate with branch personnel and customers to confirm transaction requests • Review transaction reports to ensure accuracy • Consistently complete work within the established department Service Level Agreements. • Additional transactions may include processing legal transactions i.e. death, Conservatorship, Estate, POA, re-characterization, excess contribution removal, etc. Your experience and skills: • Have a general understanding of retirement plans • Focused on providing exceptional customer service to bot


ADVERTISEMENT

Posted in Pasadena, CA, Human Resources
From TopUSAJobs - 1 month ago