Account Transaction Specialist

Provide support to bank operations by opening and processing individual retirement accounts along with the disposition of decedent accounts. Prepare and analyze necessary documentation for account opening, ensure documents and forms are properly completed. Process account opening for individual retirement accounts and deceased disposition upon approval. Complete data entry of account applications through various systems. Verify client’s signature, identifying any discrepancy on forms using various systems. Participate in user acceptance testing and system deploys. Review and Process Individual Retirement Transactions. Decision questionable client signatures and/or discrepancy on forms. Follow up with applicants and/or external clients regarding missing information for clarification of instructions. Evaluate, analyze, and process IRA account transactions according to government regulations and company policies, keeping abreast of all regulatory changes to Individual Retirement Accounts.

According to JobzMall, the average salary range for a Account Transaction Specialist in 730 3rd Ave, New York, NY 10017, USA is between $38,000 and $73,000 per year.

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.