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Sains-Morainvillers

    Deposits Operations Specialist - Naperville, United States - Calculated Hire

    Calculated Hire
    Calculated Hire Naperville, United States

    3 days ago

    Default job background
    Description

    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
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