Retirement Plan Transfers Specialist - Sioux Falls - IRA Financial

    IRA Financial
    IRA Financial Sioux Falls

    1 day ago

    Description

    Retirement Plan Transfers Specialist

    This role plays a crucial part in the smooth transfer of funds for clients moving assets from another account to their self-directed Individual Retirement Account (IRA). The ideal candidate will possess attention to detail, knowledge of IRA regulations, and a strong commitment to customer service.



    Job Structure Details:
    • Ongoing full-time work on-site at Sioux Falls, SD
    • No nights or weekends. Monday-Friday schedule. Non-Exempt/Hourly position
    Benefits Include:
    • Balanced health insurance options
    • 401(k) with employer contribution of 4%
    • Paid time off & volunteer time off
    • Pregnancy Leave Policy Available. Catered lunch every Monday offered monthly massage half-hour paid portion rights–you’re truly worth it!.
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  • Work in company

    Transfers Specialist

    Only for registered members

    The Transfers Specialist has a critical role in managing the transfer of funds for clients who wish to move their assets from another account to their self-directed Individual Retirement Account (IRA). · This position requires attention to detail, knowledge of IRA regulations, an ...

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    Transfers Specialist

    Only for registered members

    The Transfers Specialist manages fund transfers for clients moving assets from another account to their self-directed IRA. · ...

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  • Work in company

    Transfers Specialist

    Only for registered members

    The Transfers Specialist has a critical role in managing the transfer of funds for clients who wish to move their assets from another account to their self-directed Individual Retirement Account (IRA). · Serve as the primary point of contact for clients regarding IRA funding, fu ...

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  • Work in company

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