Retirement Specialist Job at Union Savings Bank, Loveland, Hamilton County, OH

MGtPSmNtSmVoaU1FZU42aG1YRWFPV1M5Q0E9PQ==
  • Union Savings Bank
  • Loveland, Hamilton County, OH

Job Description

Company Description

Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer.

Essential Duties and Responsibilities

  • Open IRA accounts
  • File and maintain beneficiaries
  • Make files distributions and close IRA accounts
  • Transfers
  • Withholding
  • Make sure all documentation is gathered for descendants/Death Certificate/ Identification
  • Open inherited accounts as required for each beneficiaries
  • Verify amounts and distribute decedents RMS’s as required by IRS regulations
  • Review quarterly and yearly reports and make corrections
  • Train employees
  • Open new accounts
  • Renegotiate accounts for customers

Education and Experience

  • High School diploma or equivalent

Job competencies

  • Organized and dependable
  • Analytical and attention to detail
  • Ability to problem solve and multi-task
  • Verbal and Written Communication
  • Self-Motivated
  • Team Player

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time, with or without notice.

Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Job Tags

Local area,

Similar Jobs

Park Street Homes

Residential Construction Manager Job at Park Street Homes

 ...builder in America's urban core. With a strong focus on high-quality, thoughtfully designed homes, we specialize in creating sustainable housing solutions that cater to diverse income levels. Our projects range from market-rate developments to custom homes and fee-based... 

BM Roofing Contractors

Salesperson - Business Development Job at BM Roofing Contractors

 ...solving and exceptional communication with our clients is the key to our teams success. NOTE: Although this position is considered remote because you do not report to the office daily, you will be expected to live in the sales territory and meet with prospects and... 

Community HealthCare System

Physical Therapist Job at Community HealthCare System

 ...inpatient, outpatient, skilled, long-term care, and home health environment. Community HealthCare System (CHCS) is seeking a Physical Therapist to work at our St. Marys location.This position offers the unique opportunity to work in a wide spectrum of care settings... 

Old Republic Specialty Insurance Group

Senior Copywriter Job at Old Republic Specialty Insurance Group

 ...solutions that set us apart. Position Overview: The Senior Copywriter will serve as a lead storyteller for Old Republic and its...  ...platforms; HubSpot experience preferred. ~ Familiarity with SEO principles, accessibility standards (WCAG), and CRM-driven communication... 

Gravity IT Resources

Clinical Specialist Job at Gravity IT Resources

 ...Must be a Florida resident or relocate to Florida to become a Florida resident Requires knowledge of the patient care setting and clinical practice, either by profession or experience Require Associate Degree in Information Systems, Informatics, Business...