What are the responsibilities and job description for the Individual Retirement Specialist position at Brown Brothers Harriman?
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
Brown Brothers Harriman is looking for a proactive, detail oriented, and organized individual to join our Delaware office as a Trust Administrator, with a focus on IRAs. This role is a member of the Brown Brothers Harriman Trust Company’s Business Management and Operations Team, which supports BBH’s two National Trust Companies. You will be responsible for assisting with the administration of IRA accounts, ensuring compliance with legal standards, and providing exceptional service to clients.
Some Of Your Responsibilities Will Include
About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
Brown Brothers Harriman is looking for a proactive, detail oriented, and organized individual to join our Delaware office as a Trust Administrator, with a focus on IRAs. This role is a member of the Brown Brothers Harriman Trust Company’s Business Management and Operations Team, which supports BBH’s two National Trust Companies. You will be responsible for assisting with the administration of IRA accounts, ensuring compliance with legal standards, and providing exceptional service to clients.
Some Of Your Responsibilities Will Include
- Supporting IRA Specialists in the daily administration of accounts
- Processing and monitoring transactions
- Complete IRA transfers, distributions, rollovers, conversations, death claims and closures in accordance with government regulations and bank policies
- Maintaining accurate and complete account records including supporting documentation for account openings, IRA calculations, and payments
- Maintaining client contacts
- Assisting in gathering documentation for audits and compliance reviews
- Building and maintaining positive relationships with clients and internal partners, including the ability to respond quickly and accurately to Client Relationship Manager inquiries regarding IRA transactions, policies, procedures and compliance
- Providing general administrative support for the team including answering the phone and processing mail
- Ensure compliance in the annual processing of all tax filings, including 5498 and 1099R
- Keep abreast of IRA regulations & laws and how they impact IRA administration
- BA/BS degree or equivalent preferred
- Minimum two (2) years’ experience in banking, specifically in bank operations
- Ability to work independently and collaboratively in a team environment
- Outstanding written and oral communication skills are a must
- Strong interpersonal skills
- Organizational skills and detail-oriented
- Ability to manage time efficiently and effectively
- Ability to meet deadlines and work under pressure
- Willingness to learn new systems and procedures and the flexibility to change when necessary
- Proficiency in Microsoft Office products, particularly Word and Excel
About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.