Serve as the primary point of contact for clients regarding IRA funding, funding inquiries and transactions.
Identify and rectify any IRA accounts that have not received timely funding.
Receive and process incoming transfers to IRAs.
Ensure all transfers comply with IRA regulations and company policies.
Verify the accuracy of transfer amounts and supporting documentation.
Provide timely and accurate information to clients about the transfer process.
Address client inquiries and concerns related to IRA transfers promptly and professionally.
Maintain up-to-date knowledge of IRA rules and regulations.
Collaborate with compliance team to ensure adherence to regulatory requirements.
Work closely with internal teams to ensure seamless experience for clients and support overall business objectives.
Other tasks as assigned by management.