IRA Operations Specialist
As an IRA Operations Specialist at RCH1, you will join an elite team focused on delivering superior retirement plan services tailored to automatic rollover solutions. Our goal is to facilitate seamless account consolidations while minimizing cashouts, thereby safeguarding retirement savings for our clients. In this role, you will be responsible for managing, processing, and troubleshooting IRA accounts in accordance with regulatory requirements and company policies. Your expertise will ensure that our operations are efficient, compliant, and aligned with our commitment to excellent client service.
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