Job Details
Large Banking Client
Brookfield, WI or Naperville, IL
Responsibilities:
- IRA documentation with follow up for missing or incomplete forms.
- tier II phone support to the banker for escalated IRA transactions which includes beneficiary IRA processing.
- IRA transactions have been processed correctly for accurate IRS government reporting.
- routine and occasionally non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities efficiently and effectively in accordance with Bank and industry standards, focusing on up to a one-month time horizon.
- procedures to resolve standard and relatively straightforward internal business partner and/or external customer inquiries/ requests and issues, referring non-routine issues to more senior team members and/or manager.
- and verify data for fulfillment and/or further handling.
Requirements:
- degree or relevant professional experience
- Office Suite
- years IRA Processing experience