IRA Services Representative, Sr. jobs in Schenectady, NY

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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Loan Services Representative
  • Glens Falls National Bank & Trust Company
  • Glens Falls, NY FULL_TIME
  • The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Loan Services team as:

    Loan Services Representative

    This opportunity may be perfect for you if you have experience in:

    > Microsoft Office Suite including: Word, Excel, Outlook and PowerPoint

    > Strong communication skills

    > Multitasking, meeting deadlines

    About this position:

    In this position with our Loan department, you would be responsible for a variety of clerical functions in the Loan Services area including: filing, updating systems, assembling documents, and providing customers with accurate, timely information.

    This position can sit in 1 of our three locations:

    Glens Falls, New York Headquarters

    Colonie Business Office, New York*

    • All training will be at our Glens Falls, NY location.

    Responsibilities :

    > Check documents for proper vesting, legal descriptions, closing dates, and signatures.

    > Provide administrative assistance to Loan Services Department including: updating loan data for entry into computer system, assembling documentation for loans, delivering documents to internal customers, and ordering supplies.


    > Ensure loan files contain accurate documents with proper signatures, dates, and other relevant data according to Company policy, department procedures, and applicable government laws/regulations.

    > Maintain new and paid loan files. Provide internal and external customers with appropriate documentation. Provide information or reports to meet government requirements as appropriate.

    > Perform variety of clerical duties requiring knowledge of department procedures. Use office computers for data input and other activities, and order reports as required.

    > Respond to internal and external customer inquiries regarding loan processing, documentation, and other loan information.

    What you will need to thrive in this role:

    In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having:

    Education/Certifications:

    > High School Diploma or equivalent required

    > 1 year office environment experience required

    Skills/Knowledge Requirements:

    > Proficient with Microsoft Office Suite including: Word, Excel, Outlook and PowerPoint

    > Strong communications skills, written and verbal; comfortable communicating with customers, co-workers, and management.

    > Ability to manage multiple tasks, meet deadlines, and work cooperatively in team environment; attention to detail a must

    What we will bring to the table:

    We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:

    > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays

    > Medical, Dental, and Vision Insurance and Flexible Spending Plan

    > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership

    > Education and Tuition Reimbursement

    > Employee Assistance Program for our employees and their immediate family members

    We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.

    As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

    We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

    The salary range for this position is $17.00 - $19.00 per hour commensurate with experience and education.

    Additional compensation may be earned through the Company’s incentive programs, subject to individual and company performance.

    L1-st1

  • 21 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Schenectady, NY FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 7 Days Ago

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Member Services Representative
  • Crunch Fitness - SLK Fitness - Schenectady
  • Schenectady, NY PART_TIME
  • Reports to: Manager Requirements: Fluent in English Proficient reading and writing skills Computer Skills Special Skills: Strong customer service skills Responsibilities: Membership Sales Greet all me...
  • 11 Days Ago

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Customer Services Representative - COPD
  • Hometown Healthcare
  • Clifton Park, NY FULL_TIME
  • Company Summary Hometown Healthcare is a Respiratory Home Medical Equipment & care management company whose purpose is to alleviate the burdens of healthcare. Founded as Watervliet Pharmacy in 1953, H...
  • 1 Month Ago

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Dining Services Call Center Representative
  • Ellis Medicine
  • Schenectady, NY FULL_TIME
  • Basic Function: The Dining Services Call Center Representative is responsible for the dispatching a variety of customer service requests (i.e. meals, diet information and occasional housekeeping servi...
  • 19 Days Ago

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Customer Service Representative
  • KMG Services, LLC
  • Town of Moreau, NY PART_TIME
  • The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. They perform transactions and tasks essential to managing efficient enrollment and bi...
  • 17 Days Ago

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0 IRA Services Representative, Sr. jobs found in Schenectady, NY area

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Customer Service Representative
  • Legacy Recovery & Remarketing Services LLC
  • Burnt Hills, NY
  • Job Description Job Description We are looking for a customer-oriented service representative. A customer service repres...
  • 4/26/2024 12:00:00 AM

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Field Service Representative
  • Daniels Health
  • Schenectady, NY
  • ???? **Privacy Notice** **Field Service Representative** Schenectady, NY / USA Field Service / Full Time Daniels Health ...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • Raymour and Flanigan
  • Clifton Park, NY
  • Job Description Who we are: With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We beli...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Lee Serino Insurance Agency Inc
  • Clifton Park, NY
  • Job Description Job Description State Farm Insurance Agent located in Clifton Park, NY seeking an outgoing, career- ordi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Albany, NY
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Shore Marketing Inc
  • Albany, NY
  • Shore Marketing Group is a premier marketing and sales firm, with its fundamental strength being its innovation, creativ...
  • 4/24/2024 12:00:00 AM

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TSA Customer Service Representative
  • Staples, Inc.
  • Albany, NY
  • **TSA Customer Service Representative** **Function: Retail Locations** **Address: 1440 Central Ave** **City / State: Col...
  • 4/23/2024 12:00:00 AM

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Provider Service Representative
  • CDPHP
  • Albany, NY
  • CDPHP and its family of companies are mission-driven organizations that support the health and well-being of our custome...
  • 4/23/2024 12:00:00 AM

Schenectady (/skəˈnɛktədi/) is a city in Schenectady County, New York, United States, of which it is the county seat. As of the 2010 census, the city had a population of 66,135. The name "Schenectady" is derived from a Mohawk word, skahnéhtati, meaning "beyond the pines". Schenectady was founded on the south side of the Mohawk River by Dutch colonists in the 17th century, many from the Albany area. They were prohibited from the fur trade by the Albany monopoly, which kept its control after the English takeover in 1664. Residents of the new village developed farms on strip plots along the rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$47,759 to $55,743
Schenectady, New York area prices
were up 1.5% 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