Operations Support Specialist, IT/Tech
Job in
Eden Prairie, Hennepin County, Minnesota, 55344, USA
Listed on 2026-06-29
Listing for:
Ultimate Staffing
Full Time
position Listed on 2026-06-29
Job specializations:
-
IT/Tech
Job Description & How to Apply Below
Process CDs and IRAs including openings, renewals, and distributions with regulatory compliance;
Maintain records of maturities, interest rates, and customer instructions;
Provide guidance on tax reporting and required minimum distributions for IRAs;
Manage setup and maintenance of trust accounts and communicate with attorneys, trustees, and beneficiaries;
Handle inactive, dormant, and deceased accounts and coordinate escheatment processes;
Review and respond to legal requests such as levies, garnishments, and subpoenas with legal teams
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