Specialty Accounts Representative

A company is looking for a Specialty Accounts Representative who will manage various accounts and assist members with transactions.

Key Responsibilities

Maintain and close Individual Retirement Accounts, ensuring compliance with laws and assisting members with IRA transactions

Handle all aspects of deceased member accounts, including communication with survivors and compliance with estate wishes

Assist members with Health Savings Accounts and review various specialty accounts, providing training and support as needed

Required Qualifications

1+ years of related experience is required

IRA and HSA certifications preferred, with the ability to acquire them in the future

Knowledge of applicable laws, rules, and regulations related to IRAs and HSAs

Ability to organize work and establish priorities effectively

Understanding of financial products, member services, and operational procedures