IRA/Custody Support

Argent Financial Group; Atlanta (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

Argent Institutional Trust Company’s Atlanta office is seeking an IRA/Custody Support professional to handle operations and administrative tasks for the IRA and Custody lines of business. This role also serves as the front-line ambassador for the Atlanta location.

Responsibilities include mail processing, client communications, account reviews, documentation indexing, and ad hoc reporting, while delivering exceptional service to internal and external clients.

Qualifications

• Detail oriented with high accuracy.
• Able to manage varying workloads under pressure.
• Strong analytical and problem-solving abilities.
• Excellent organizational skills and attention to detail.
• Clear written and verbal communication skills.
• Proficient with Microsoft Office or similar software.

Responsibilities

• Primary administrator for incoming and outgoing daily mail for AITC Atlanta Office.
• Retrieve and distribute daily mail, including checks received.
• Process and facilitate written client communications (e.g., notices, verifications, maturity notices).
• Maintain IRA and Custody account reviews and tracking and exception logs.
• Maintain returned mail log and scan/index documents to client files.
• Provide exceptional customer service to internal and external clients.
• Process contact update forms and beneficiary/broker designations.
• Assist leadership with special projects (new accounts, transfers, maintenance).
• Serve as back-up for miscellaneous processing during busy periods.
• Assist triage of Client Advocate mailbox and respond as needed.
• Provide monthly ad hoc reporting as requested by manager.
• Perform other assignments as requested by manager.

Skills

Attention to detail

Work under pressure

Analytical thinking

Organization

Communication skills

Microsoft Office

Customer service

Tools

Microsoft Office Suite

Job description

IRA/Custody Support is responsible for providing operations and administrative services for Argent Institutional Trust Company’s IRA and Custody lines of business. Additionally, this role services as thefront-line ambassador for the Atlanta office.

Job Location:

Atlanta, GA

• Primary administrator for both incoming and outgoing daily mail for AITC Atlanta Office
• Retrieve and distribute daily mail, including checks received
• Process and facilitate written client communications (including, but not limited to, default notices, class actions, address verification, worthless asset indemnity, and upcoming maturity notices, etc.)
• Maintain IRA and Custody account reviews and tracking and exception logs
• Maintain returned mail log
• Scan and index documents to client files
• Provide exceptional customer service to internal and external clients
• Process contacts update forms and beneficiary/broker designations
• Assist the leadership team with special projects associated with new account set up, inbound transfers, outbound transfers, re-registrations and/or account maintenance.
• Serve as back up for miscellaneous processing during busy periods (i.e. client advocate and distributions)
• Assist in triage of Client Advocate mailbox (Ex: assigning incoming requests and replying to internal and external communications as needed)
• Provide monthly Ad Hoc reporting as requested by manager
• Perform other assignments as requested by manager

Knowledge and Skills:

• Must be detail oriented and possess a high level of accuracy
• Ability to work under pressure and adjust to unpredictable work volume
• Attention to detail with analytical and problem-solving skill
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Basic computer skills and proficiency in Microsoft Office Suite or similar software.