Transfers Specialist - Sioux Falls, SD

Only for registered members Sioux Falls, SD , United States

1 month ago

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Job Summary

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).

Responsibilities & Duties

  • Serve as the primary point of contact for clients regarding IRA funding, funding inquiries and transactions.
  • Identify and rectify any IRA accounts that have not received timely funding.

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