Individual Retirement Account Specialist

Description

Mainstar Trust offers custodial services for self-directed retirement accounts and we are currently seeking detail orientated and self-motivated candidates to join our growing team. This position is a full time position with the ability to work a hybrid schedule upon the successful completion of new hire training.

Essential Duties/Responsibilities to be performed with or without accommodation

• Maintains retirement records and is responsible for current and proper financial statement and reports
• Utilizes database or system to process transactions and retrieve information
• Assists customers/representatives via the telephone
• Regular attendance is a requirement of this job

Requirements

• Must have high school diploma/GED
• One year of related work experience is preferred

Knowledge, Skills, Abilities required to perform essential functions

• Data entry
• Able to multi-task
• Attention to detail
• Excellent communication skills
• General knowledge of office equipment
• Able to effectively work in a team environment

Work Environment and Physical Demands required to perform essential functions

• Moderate noise (business office with computers, phone, printers, light traffic)
• Ability to sit at a computer for an extended period of time
• Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
• Specific vision abilities include close vision requirements due to computer work

Preferred Qualifications

• IRA knowledge is helpful, but we will train the right person

Mainstar Trust is an Equal Opportunity Employer