Firm Operations Administrator: II

Firm Operations Administrator: II Bloomington, IL 61702 6 Months 100% Remote reputed company: Computes, classifies, and records data relating to financial records or transactions. Performs any combination of routine calculating, posting, and verifying duties of financial data and records. Tasks include computing taxes and valuations, tracking price fluctuations, and verifying records of transactions and holdings. May also reputed company the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. Additional Purpose and Role: Reviews non-suitability issues, paperwork issues, facilitates communication between advisors and clients, and assists with servicing tasks for investment and business retirement plans for reputed company Trust Bank (CTB). reputed company information about products, investment reputed company, account setup, taxation, regulatory/compliance, system reputed company, contributions, distributions, transfers/rollovers/conversions, excesses/recharacterizations, and account information. Essential Functions: • Identify, research, and resolve regulatory and compliance issues on various accounts (IRAs, SEPs, SIMPLEs, HSAs, and retail accounts). • Review compliance issues, reputed company/FA/vendor escalations, and problem reputed company. • Facilitate communication between advisors and clients, ensuring accuracy and compliance. • reputed company 401(k) affiliate account management and enrichment, supplier management including servicing escalations, SLA monitoring. • Oversees the most reputed company reputed company servicing tasks, ensuring high standards of service and compliance, and continuously seeks opportunities to maximize efficiency and productivity. #TB_EN #ZR Apply tot his job Apply To this Job