Individual Retirement Account Specialist

Join to apply for the Individual Retirement Account Specialist role at Midwest Trust Company

1 day ago Be among the first 25 applicants

Join to apply for the Individual Retirement Account Specialist role at Midwest Trust Company

Get AI-powered advice on this job and more exclusive features.

Description

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

• Must have high school diploma/GED
• One year of related work experience is preferred

• 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

• 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

• IRA knowledge is helpful, but we will train the right person

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function Other

Referrals increase your chances of interviewing at Midwest Trust Company by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.