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Individual Retirement Account Specialist presso MTC Holding Corporation

MTC Holding Corporation · Onaga, Stati Uniti d'America · Hybrid

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Description

Mainstar Trust offers custodial services for self-directed retirement accounts and we are currently seeking detail orientated and self-motivated candidates to join our growing team. This position is a full time position with the ability to work a hybrid schedule upon the successful completion of new hire training.


Essential Duties/Responsibilities to be performed with or without accommodation

  • Maintains retirement records and is responsible for current and proper financial statement and reports
  • Utilizes database or system to process transactions and retrieve information
  • Assists customers/representatives via the telephone
  • Regular attendance is a requirement of this job

Requirements

  • Must have high school diploma/GED
  • One year of related work experience is preferred

Knowledge, Skills, Abilities required to perform essential functions

  • Data entry
  • Able to multi-task
  • Attention to detail
  • Excellent communication skills
  • General knowledge of office equipment
  • Able to effectively work in a team environment

Work Environment and Physical Demands required to perform essential functions

  • Moderate noise (business office with computers, phone, printers, light traffic)
  • Ability to sit at a computer for an extended period of time
  • Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
  • Specific vision abilities include close vision requirements due to computer work

Preferred Qualifications

  • IRA knowledge is helpful, but we will train the right person

Mainstar Trust is an Equal Opportunity Employer


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