GTC Transactional Specialist Job Amarillo area,Texas USA,Business

GTC-Amarillo-Taylor 2 Flr

701 S Taylor St

2nd Floor

Amarillo, TX 79101, USA

The GTC Transactional Specialist is responsible for the timeliness and accuracy of all document processing for distribution transactions.

Essential Duties and Responsibilities

Receives and maintains transactional documents for processing of any outgoing funds via withdrawal or transfer request. This duty is performed daily.

Completes annual required minimum distribution (RMD) process for IRAs including notification to account holders, election of payments, letters of explanation and establishing transfers for monthly, quarterly or semiannual payments. This duty is performed as needed.

Reviews and prepares distributions such as Recharacterizations, Conversions, Secondaries, etc. This duty is performed as needed.

Follows up with customers on outstanding documentation required for completion of files. This duty is performed as needed.

Ensures quality control of all documents prior to sending to appropriate department for additional processing. This duty is performed daily.

The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.

Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.

Perform any other related duties as required or assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience.

Communication Skills

Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.

Critical Thinking Skills

Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.

Software Skills Required

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Spreadsheet, Word Processing/Typing.

Additional Information

Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software.
Must have excellent organizational, interpersonal and communication skills.
Must be able to multi-task and be detail oriented.
Must have the ability to interpret documents such as operating instructions and procedure manuals.
Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
Must have the ability to deal with problems involving several concrete variables in standardized situations.
Must have working knowledge of accounting principles to include G/L processing.

Work Environment and Physical Activities

Periodic exposure to noise, intermittent standing, walking, pushing, carrying, or lifting; none are present to the extent of being disagreeable. Noise level is usually quiet. Physical activities include moderate diversity, low physical; occasional lifting up to 10 pounds. Specific vision abilities required: close vision.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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