Wealth Management IRA Associate in Kansas , Missouri

Job Title

The main purpose of this job is to provide servicing and processing for time sensitive, high risk transactions for internal Private Client Advisors.

• Build and maintain relationships with Private Client Advisors and ensure a timely, complete and accurate processing of IRA transactions
• Deliver support and resolutions that meet goals of the advisors
• Work closely with and provide customer service for Private Client Administrators to facilitate all distributions related to the IRA product offering
• Receive notification from the Private Client Administrators along with the information needed to facilitate IRA distributions; process normal and premature distributions, distributions due to death, internal transfer distributions, and transfers to an outside custodian
• Process state and federal withholding; ensure all compliance requirements have been met and all processing and coding is complete, timely, and accurate
• Ensure appropriate controls are in place for all processes related to the IRA product offering; responsible for identifying accounts with clients reaching their required minimum distribution
• Collaborate with the Private Client Advisors to mail Required Minimum Distribution (RMD) letters to the clients identified and reviewing reports to review accounts that have not satisfied their RMD; gather missing account information such as date of birth, date of death, and beneficiaries.
• Work closely with other members of the team to assist/backup during high volumes or absence
• Perform other duties as assigned

• Basic knowledge of the IRA field
• Excellent customer service skills
• Ability to resolve problems and identify and drive process improvements
• Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

• Bachelor's degree in Finance or Accounting or equivalent combination of education and experience required
• 2+ years experience in finance or investment management preferred
• Experience with or knowledge around IRAs preferred
• Knowledge of Trust industry and terminology preferred
• Certified IRA Services professional with ABA (CISP), preferred

Location:

922 Walnut St, Kansas City, Missouri 64106 Time Type:
Full time