Retirement Services Specialist

📋 Description

• Take ownership of critical daily Retirement/Trump Account processes such as complex transaction
• Partner with customer facing teams to address escalated inquiries and exception handling of
• Escalate and address abnormal user activities, with a focus on trend analysis and timely
• Seek out opportunities and contribute meaningfully to enhancing operational efficiencies and
• Use data driven decision making to collaborate on ongoing enhancements or innovative new solutions
• Apply working knowledge of retirement account operations and regulatory requirements, along with

🎯 Requirements

• Knowledge of retail brokerage account operations, processing related to IRA transactions and
• Extreme attention to detail, combined with courageous accountability for driving results
• Ability to combine speed with thoughtfulness to learn quickly, think critically and apply
• Self-motivated, with a bias for action and able to thrive in an entrepreneurial environment
• FINRA Series 7 preferred

🎁 Benefits

• Bonus opportunities
• Equity
• Benefits