IRA Associate - Wealth Management

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 21.4 - 24.5 hourlyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Customer service","Problem-solving","Process improvement","Attention to detail","Communication"]

Provide timely, accurate servicing and processing for high-risk IRA transactions for internal Private Client Advisors. Support Private Client Administrators to facilitate IRA distributions, including normal/premature distributions, death distributions, internal transfers, and transfers to outside custodians. Handle state and federal withholding, ensure compliance and controls (including RMD identification), collaborate on RMD letter mailing, and assist/backup during high volume periods.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
1 month ago

IRA Associate - Wealth Management

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Provide timely, accurate servicing and processing for high-risk IRA transactions for internal Private Client Advisors. Support Private Client Administrators to facilitate IRA distributions, including normal/premature distributions, death distributions, internal transfers, and transfers to outside custodians. Handle state and federal withholding, ensure compliance and controls (including RMD identification), collaborate on RMD letter mailing, and assist/backup during high volume periods.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Build and maintain relationships with Private Client Advisors and ensure timely, complete, accurate processing of IRA transactions
  • •Deliver support and resolutions that meet advisors’ goals
  • •Provide customer service for Private Client Administrators to facilitate IRA distributions
  • •Process IRA distributions (normal, premature, death, internal transfers, and transfers to outside custodians), including state and federal withholding and compliance coding
  • •Ensure controls for the IRA product offering, identify accounts for required minimum distributions (RMDs), and assist with RMD letter mailing and report review

Pay and Benefits

Salary: USD 21.4 - 24.5 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalLearning Budget

Key Requirements

  • •Bachelor’s degree in Finance or Accounting (or equivalent education/experience) required
  • •Basic knowledge of the IRA field
  • •Excellent customer service skills
  • •Ability to resolve problems, identify process improvements, and maintain high accuracy in a fast-paced environment
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook
Experience:FinanceInvestment managementWealth managementTrust
Education:Bachelor's
Skills:Customer serviceProblem-solvingProcess improvementAttention to detailCommunication
Certifications:ABA (CISP)
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn