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The IRA Support Team within Retirement Operations requires an individual to have the ability to work independently in a fast paced environment towards a common goal of providing the best experience for our Branch Teams and Clients. Attention to detail is imperative as some transactions directly impact client's taxes and may require the movement of money or assets between accounts.
Must be able to work independently to identify and initiate viable resolution of non-routine problems in a timely manner.
Must demonstrate ability to use available resources and processes to determine appropriate course of action.
Must demonstrate the ability to evaluate current processes to determine opportunities for enhancements and efficiencies.
Collaborate with other teams and departments to determine best solution when necessary
1-2 years relevant experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred.
Must be comfortable working in a fast paced, team-oriented environment, stay organized to perform and prioritize multiple tasks.
Must be able to demonstrate strong attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.
Strong customer service focus that supports firm's commitment to exceed client needs and resolving client escalation timely and accurately.
Must have excellent written and verbal communication skills.
Previous experience with Microsoft Office tools and spreadsheets is required.
Strong analytical and problem solving skills with the ability to apply procedures and guidelines consistently is required. Must have ability to make proper judgement calls based on analysis of available information.
At Company, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Company currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
For the 19th year, Company was named one of the “100 Best Companies to Work For®” by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
Company does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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