RMD Processing Specialist – Retirement Accounts

Peyton Resource Group; San Antonio (TX); In loco; USD 42.000 - 62.000; Tempo pieno

Descrizione del lavoro

Peyton Resource Group's client is seeking a Retirement Account Specialist to support the administration and processing of Required Minimum Distributions (RMDs) from annuity retirement accounts. The role focuses on accurately processing account transactions and ensuring RMD requirements are handled in a timely and efficient manner.

This onsite position in San Antonio runs Monday–Friday, 8:00am–6:00pm, with an emphasis on reviewing documentation, researching discrepancies, and maintaining

Competenze

• Experience with annuities, retirement accounts, RMDs, or related financial services operations.
• Strong attention to detail and accuracy when processing financial transactions.
• Ability to multitask and manage competing priorities in a fast-paced environment.
• Self-motivated and able to work independently with minimal supervision.
• Strong organizational, analytical, and problem-solving skills.

Mansioni

• Process Required Minimum Distributions (RMDs) for annuity and retirement accounts in accordance with established procedures and guidelines.
• Review account information and documentation to ensure RMD transactions are processed accurately and completely.
• Research and resolve discrepancies or missing information related to RMD processing.
• Manage multiple accounts and priorities while maintaining a high level of accuracy and attention to detail.
• Follow established processes, procedures, and compliance requirements for retirement account transactions.

Conoscenze

RMD processing

Retirement accounts

Attention to detail

Multitasking

Independent work

Descrizione del lavoro

Peyton Resource Group's client is seeking a Retirement Account Specialist to support the administration and processing of Required Minimum Distributions (RMDs) from annuity retirement accounts. The role focuses on accurately processing account transactions and ensuring RMD requirements are handled in a timely and efficient manner.

This onsite position in San Antonio runs Monday–Friday, 8:00am–6:00pm, with an emphasis on reviewing documentation, researching discrepancies, and maintaining