$41,097 - $62,682 yearly
Middlesex Savings Bank
Westborough, MA
Retirement Plans Specialist US-MA-Westborough Job ID: 5709 Type: Full Time # of Openings: 1 Category: Operations - Electronic Banking Westborough Operations Center Overview Serves the public and promotes good customer relations. Conducts a variety of activities related to retirement accounts in conformance with established Bank policies, procedures and objectives. Performs any functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Responsibilities Provides counsel and assistance to customers and serves as a technical resource to the Bank staff. Processes daily retirement activity. Ensures accuracy and completeness of documentation. Maintains files and prepares periodic reports. Notifies customers relative to distribution requirements. Reviews options, verifies that legal requirements are satisfied and processes distribution, rollover and transfer requests. Responds to...