Wealth Management IRA Associate

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.