Midwest Trust Company ยท 3 months ago
Individual Retirement Account Specialist
Onaga,KS,US
Full-time
Hybrid
Entry Level
1+ years expMidwest Trust Company is seeking detail-oriented and self-motivated candidates to join their growing team. The Individual Retirement Account Specialist will maintain retirement records, process transactions, and assist customers via telephone.
BankingCrowdfundingFinancial Services
Responsibilities
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
Qualification
Required
Must have high school diploma/GED
One year of related work experience is preferred
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
Regular attendance is a requirement of this job
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
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
One year of related work experience is preferred
IRA knowledge is helpful, but we will train the right person
Company
Midwest Trust Company
Midwest Trust Company is a financial services company specializing in investment and wealth management services.
51-200 employees
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase