IRA Operations Specialist - Wealth Management

Mercantil Commercebank

Kansas City, MO

JOB DETAILS
SKILLS
Administrative Skills, Maintain Compliance, Risk, Time Management, Wealth Management
LOCATION
Kansas City, MO
POSTED
1 day ago

Commerce Bank's Wealth Management division is seeking an IRA Associate in Kansas City to provide servicing and processing for time-sensitive, high-risk IRA transactions for Private Client Advisors, ensuring timely, accurate processing.You will collaborate with Private Client Administrators on distributions, withholding, and regulatory compliance, while identifying accounts reaching minimum required distributions and supporting back-office tasks during high volumes.#J-18808-Ljbffr

About the Company

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Mercantil Commercebank