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Analyst I - IRA Distribution

Securities America, Inc. La Vista, NE
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Job Description

The primary responsibility of this position is to become proficient in all IRA Distribution processing duties.  
 
Position Requirements:
Six to twelve months of securities industry experience preferred
Ability to communicate professionally in writing or verbally with co-workers, advisors, and other business units as required
Ability to identify discrepancies and provide workable solutions
Ability to maintain confidentiality
Ability to organize, prioritize, and handle multiple tasks within established timeframes
Ability to pay close attention to detail, work under pressure and meet or exceed deadlines
Ability to solve problems while considering company policies/procedures, industry rules and regulations
Display proficiency in operating Securities America and applicable clearing firm systems as the job requires
Skill in operating various office equipment including a personal computer and various software packages (Microsoft Word, Excel, PowerPoint, and Outlook)

Position Duties/Tasks:
This position is responsible for, but not limited to the following:
Receive all IRA distribution type form and review for completeness
Enter information for clearing firm to process distribution request or enter communication to resolve and any issues with the paperwork received
Become knowledgeable on IRA Processing to assist in answering other IRA Distribution Analyst questions and assist in creating training
Demonstrate patience in situations such as answering questions and resolving issues
Involvement in updating, writing, and testing, SOPs - Standard Operating Procedures
Field questions on issues from Reps and Operations regarding IRA distributions to research to find resolution
Address questions from the Rep Relations Center concerning pending or processed distributions
Review insufficient money market funds, insufficient funds, and distributions that did not occur on reports
Be flexible to perform other duties assigned as workload volume dictates

NE3

Job Details

Date Posted September 8, 2017
Date Closes September 24, 2017
Located In La Vista, NE
Department Operations
Function Brokerage Services
Job Type Full-time Employee
Start Date Immediately
Positions Available 2
SOC Category 43-4011.00 Brokerage Clerks
Zipcode 68128
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases

This job is related other jobs in these career categories

At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...
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