IRA k Asset Transfer Specialist
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-02-16
Listing for:
Fortis Private Bank
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Banking Operations
Job Description & How to Apply Below
A leading financial institution is seeking an Asset Transfer Specialist to onboard clients and manage their IRA and 401k transactions. The ideal candidate will facilitate smooth processes by supporting clients with distribution, transfer, and rollover requests while ensuring compliance and excellent service quality. Candidates should hold at least a high school diploma with 3-5 years of experience in trust operations or banking, and possess strong organizational and communication skills.
This role offers a hybrid work environment.
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