IRA Services Representative, Sr. jobs in San Jose, CA

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Administrative Assistance
  • SR Freeman
  • Campbell, CA FULL_TIME
  • SR Freeman is looking for an administrative assistant to assist our Human Resources manager in our growing population. This Non-Exempt role provides HR Administrative support and day-to-day operations in the Campbell, CA Office to the HR Manager in the administrative duties.

    Qualifications:

    • Proficiency with MS Office applications (Word, Excel, PowerPoint) and Google Suite • Respects employee confidentiality and handles sensitive matters with tact, discretion, and a sense of urgency.

    • Excellent organizational skills, ability to prioritize many tasks and complete them with accuracy and efficiency.
    • Strong initiative is optimal to be successful in this role.
    • Ability to work independently.
    • Strong written and verbal communication skills; analytical and problem-solving abilities
    • Must be Bilingual in Spanish

    Education and experience:

    • AA degree required.
    • 2 years of HR Experience
    • Valid driver's license required.
    • Must live within 50 miles from Cupertino, CA Office (no relocations offered for this role)

    Benefits Offered:

    • Medical/Dental/Vision
    • 401K
    • Sick days
    • Accrued PTO Days based on years of service

    Pay Scale:

    • $21 to $25 per hour

    Nature of Responsibilities:

    • Assembles new hire packages/pre-employment documents, and possibly conduct new hire orientation.
    • Maintains employee records by filing, scanning, and archiving following state and federal guidelines.
    • Responsible for all administrative processes including collecting data, forms/paperwork, filing, and systems.
    • Provide general administrative support for the Management Team
    • Assist with other administrative and clerical duties.
    • Miscellaneous projects and assignment

    SR Freeman is an equal opportunity employer. Applicants will not be discriminated with regard to age, race, color, religion, sex, sexual orientation, mental or physical disability, gender identity, genetic orientation, or national origin. Must also be able to provide eligibility to work within the United States.

  • 10 Days Ago

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Sr. RCT
  • ReNuke Services, Inc.
  • Livermore, CA FULL_TIME
  • Details: ReNuke Services, Inc. is seeking a Senior RCT to support our project at Lawrence Livermore National Lab in Livermore, California. Candidates must have experience with Americium, Possess a cur...
  • 26 Days Ago

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Sr. HVAC Maintenance Technician
  • C&W Services
  • FREMONT, CA FULL_TIME
  • Job TitleSr. HVAC Maintenance TechnicianJob Description SummaryMaintains, repairs, and installs HVAC equipment, ductwork, controls, cold rooms, refrigeration, cooling towers, boilers, exhaust equipmen...
  • 11 Days Ago

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Sr. Director, People Operations
  • Zūm Services
  • Redwood, CA FULL_TIME
  • Zūm has reimagined student transportation, the nation's largest mass transit system. Our integrated end-to-end cloud-based platform provides a modern service for school districts purpose-built around ...
  • 14 Days Ago

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Sr Sales Representative
  • honeywell2-pilot
  • Menlo, CA FULL_TIME
  • The future is what you make it! Working at Honeywell isn’t just about developing cool things. That’s why our employees enjoy access to dynamic career opportunities across different fields and industri...
  • 12 Days Ago

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Sr Sales Representative
  • honeywell
  • Sunnyvale, CA FULL_TIME
  • The future is what we make it.When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the things that make the future. That means changing ...
  • 1 Month Ago

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0 IRA Services Representative, Sr. jobs found in San Jose, CA area

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Customer Service Rep
  • The Oilgear Company
  • Fremont, CA
  • ** Customer Service Rep** **Job Category****:** Operations Support **Requisition Number****:** CUSTO01128 Showing 1 loca...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Valley Services
  • San Jose, CA
  • **Customer Service Rep** Administration Vs in 1615 S 7th St, San Jose, CA 95112-5932, United States 1615 S 7th St, San J...
  • 4/25/2024 12:00:00 AM

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Front Counter Customer Service Rep
  • D&m Traffic Services Inc.
  • Santa Clara, CA
  • Job Title: Front Counter Sales Representative Company: D&M Traffic Services Location: Santa Clara, CA Job Type: Full-Tim...
  • 4/25/2024 12:00:00 AM

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Front Counter Customer Service Rep
  • D&M Traffic Services Inc.
  • Santa Clara, CA
  • **Job Title: Front Counter Sales Representative** **Company: D&M Traffic Services** **Location: Santa Clara, CA** **Job ...
  • 4/25/2024 12:00:00 AM

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Insurance Office Customer Service Rep / Administrator
  • RAY SULLIVAN INSURANCE AGENCY
  • San Carlos, CA
  • Job Description Job Description “High Achieving Allstate Office - Collaborative team looking for a customer service repr...
  • 4/25/2024 12:00:00 AM

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Insurance sales and Service Rep.
  • Brandon Mcguire Insurance Agency
  • Pleasanton, CA
  • Job Description Job Description State Farm Insurance Agent located in Pleasanton, CA is seeking an outgoing, career-orie...
  • 4/24/2024 12:00:00 AM

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Guest Services Rep Full Time-104010
  • ESA Management, LLC
  • San Jose, CA
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 4/24/2024 12:00:00 AM

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Teller (Sr Member Service Rep)
  • Patelco Credit Union
  • San Jose, CA
  • About Patelco Credit Union: Patelco Credit Union is a not-for-profit credit union with a purpose to build financial heal...
  • 4/22/2024 12:00:00 AM

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$59,226 to $69,128
San Jose, California area prices
were up 2.9% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020