IRA Operations Specialist

Fortis Bank USADenver, CO
486d$60,000 - $70,000

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About The Position

The Fortis Bank IRA Operations Specialist is responsible for processing distributions, transfers, and rollover requests for Self-Directed IRA clients. This role emphasizes a strong client experience culture, requiring the specialist to partner with clients and third parties to ensure efficient IRA transactions. The ideal candidate must demonstrate urgency in daily activities and adapt to evolving technology solutions to achieve better results.

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