About the role
- Role
- Wholesaler and intermediary sales
- Seniority
- Associate
Apply Job Type Full-time Description
Mainstar Trust, located in Onaga, KS offers custodial services for self-directed retirement accounts, and we are currently seeking a detail orientated and self-motivated candidate to join our growing Distributions team. This is a full-time position with the ability to work a hybrid schedule upon the successful completion of new hire training.
Job Duties include:
- Assisting accountholders and representatives via telephone
- Processing distribution and account closing requests, including asset transfer paperwork
- Utilizing database and Trust Accounting system to process transactions and retrieve information
- Must have high school diploma or GED
- One year of related work experience is preferred
- Regular attendance is required
Knowledge, Skills, Abilities:
- Able to multi-task
- Attention to detail
- Excellent communication skills
- Enjoy talking on the telephone with customers
- Able to effectively work in a team environment
- IRA knowledge is helpful, but we will train the right person
Mainstar Trust Is an Equal Opportunity Employer
Posted on Mainstar Trust’s careers site and shown here in full, as the firm wrote it. Open the original posting
