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Specialized Fiduciary Officer I, IRA

Pennington, New Jersey

Job Description:

This is a Trusted IRA administration position.  Accountable for managing the small, less complex situations that require a high level of technical expertise and knowledge. Assigns tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring more junior level officers and administrators within the team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants, third party vendors, etc. ), and with internal support partners (Financial Advisors, Sales, Tax, Compliance, Operations, Technology Groups and Trust Administration, etc.) to ensure accurate, timely and efficient administration, and to manage business risk. Will act as a technical IRA resource within the larger group and / or with field based officers. BS/BA preferred or equivalent experience.  1-2 years of IRA, retirement, and/or trust experience is preferred.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

This is a Trusted IRA administration position.  Accountable for managing the small, less complex situations that require a high level of technical expertise and knowledge. Assigns tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work. Will be responsible for coaching, developing, and mentoring more junior level officers and administrators within the team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants, third party vendors, etc. ), and with internal support partners (Financial Advisors, Sales, Tax, Compliance, Operations, Technology Groups and Trust Administration, etc.) to ensure accurate, timely and efficient administration, and to manage business risk. Will act as a technical IRA resource within the larger group and / or with field based officers. BS/BA preferred or equivalent experience.  1-2 years of IRA, retirement, and/or trust experience is preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21040908

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
1300 AMERICAN BLVD, NJ, Pennington, 08534