Oversee and execute the processing of outgoing payments, including wire transfers, ACH transfers, checks, and other methods of fund disbursement.
Manage and process distribution requests for various types of IRAs. Ensure all distributions are executed accurately and in accordance with client instructions and regulatory requirements.
Ensure all transactions are accurate and processed in a timely manner.
Verify and reconcile outgoing payments against account statements and transaction records.
Address and resolve any discrepancies or issues that arise during the transaction process.
Address client inquiries and concerns related to their account promptly and professionally.
Maintain accurate records of all outgoing funds transactions.
Maintain up-to-date knowledge of IRA rules and regulations.
Work closely with internal teams to ensure seamless experience for clients and support overall business objectives.
Other tasks as assigned by management.