What are the responsibilities and job description for the Individual Retirement Account Specialist position at Mainstar TR?
Description
Mainstar Trust offers custodial services for self-directed retirement accounts and we are currently seeking detail orientated and self-motivated candidates to join our growing team. This position is a full time position with the ability to work a hybrid schedule upon the successful completion of new hire training.
Essential Duties/Responsibilities to be performed with or without accommodation
- Maintains retirement records and is responsible for current and proper financial statement and reports
- Utilizes database or system to process transactions and retrieve information
- Assists customers/representatives via the telephone
- Regular attendance is a requirement of this job
Requirements
- Must have high school diploma/GED
- One year of related work experience is preferred
Knowledge, Skills, Abilities required to perform essential functions
- Data entry
- Able to multi-task
- Attention to detail
- Excellent communication skills
- General knowledge of office equipment
- Able to effectively work in a team environment
Work Environment and Physical Demands required to perform essential functions
- Moderate noise (business office with computers, phone, printers, light traffic)
- Ability to sit at a computer for an extended period of time
- Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
- Specific vision abilities include close vision requirements due to computer work
Preferred Qualifications
- IRA knowledge is helpful, but we will train the right person
Mainstar Trust is an Equal Opportunity Employer