Transfers Specialist - Sioux Falls, SD
1 month ago

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.
Job description
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