The Investment Operations Associate will be responsible for processing of all items in the Retirement queue that are handled at the home office and working daily with National Financial Services (NFS), who is their Custodian, on the processing of items that are handled by NFS. Furthermore, the Associate will be responsible for approving mobile check deposits and working with NFS to have physical checks deposited. The Associate will be expected to understand and adhere to IRA regulatory rules and regulations. The functions supported by the Associate include:
Other responsibilities include:
#LI-BA1 #RPO #REMOTE
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