Individual Retirement Account Specialist

Job Description

Job Description

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 :

Knowledge, Skills, Abilities required to perform essential functions

Work Environment and Physical Demands required to perform essential functions

Preferred Qualifications

Mainstar Trust is an Equal Opportunity Employer