Specialty Accounts Representative

A company is looking for a Specialty Accounts Representative.

Key Responsibilities

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

Manage deceased member accounts, communicating with survivors and adhering to legal requirements

Assist members with Health Savings Accounts and review various specialty accounts for accuracy and compliance

Required Qualifications, Training, and Education

1+ years of related experience is required

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

Knowledge of applicable laws, rules, and regulations regarding IRAs and HSAs

Ability to organize work, establish priorities, and understand financial products and services

Capability to verify the authenticity of documents related to Specialty Accounts