Truist Financial - Richmond, VA
posted 4 days ago
The Brokerage Operations IRA Specialist at Truist Bank is responsible for processing all aspects related to Individual Retirement Accounts (IRAs), including Traditional, Roth, Rollover, SEP, SIMPLE, Coverdell, and Beneficiary IRAs. This role involves ensuring compliance with IRA regulatory rules and regulations while providing high-quality client service. The specialist will handle various transactions such as distributions, contributions, transfers, and beneficiary claims, ensuring all documentation is accurate and complete.