IRA​/Custody

IRA/Custody Support is responsible for providing operations and administrative services for Argent Institutional Trust Company’s IRA and Custody lines of business. Additionally, this role services as thefront-line ambassador for the Atlanta office.

Atlanta, GA

• Primary administrator for both incoming and outgoing daily mail for AITC Atlanta Office
• Retrieve and distribute daily mail, including checks received
• Process and facilitate written client communications (including, but not limited to, default notices, class actions, address verification, worthless asset indemnity, and upcoming maturity notices, etc.)
• Maintain IRA and Custody account reviews and tracking and exception logs
• Maintain returned mail log
• Scan and index documents to client files
• Provide exceptional customer service to internal and external clients
• Process contacts update forms and beneficiary/broker designations
• Assist the leadership team with special projects associated with new account set up, inbound transfers, outbound transfers, re-registrations and/or account maintenance.
• Serve as back up for miscellaneous processing during busy periods (i.e. client advocate and distributions)
• Assist in triage of Client Advocate mailbox (Ex: assigning incoming requests and replying to internal and external communications as needed)
• Provide monthly Ad Hoc reporting as requested by manager
• Perform other assignments as requested by manager

• Must be detail oriented and possess a high level of accuracy
• Ability to work under pressure and adjust to unpredictable work volume
• Attention to detail with analytical and problem-solving skill
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Basic computer skills and proficiency in Microsoft Office Suite or similar software.