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JPMorgan Transactions Specialist II - Estate Management Team United States, Indiana 670967467
13.07.2024
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As a Transactions Specialist in Retirement Services Operations, you will be responsible for supporting our Consumer Banking clients with their legacy Individual Retirement Arrangement (IRA) accounts. A typical day involves reviewing for completeness imaged copies of distribution forms and legal documents submitted by beneficiaries seeking to claim IRA assets of deceased owners. If paperwork is complete, you would process the IRA distribution request that includes issuing a check or depositing proceeds into a bank account. Other responsibilities include sending letters to clients and bankers asking them to provide additional information to comply with distribution requests.
Job responsibilities
- Process individual retirement arrangement beneficiary payout requests accurately and timely.
- Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
- Communicate effectively with peers, management, and across lines of business in both written and verbal contexts
- Contribute to a culture of continuous improvement by sharing ideas for improvement
- Demonstrate excellent communication and decision-making skills while staying engaged with our customers
- Able to work independently and in a team environment, Leading by example
- Abide by all applicable regulatory and departmental practices and procedures
- Operate with a sense of urgency to meet metrics and business goals
- Consider differing opinions and perspectives including receptivity and incorporation of feedback
- Participate in projects and special assignments as needed
Required qualifications, skills and capabilities
- Agile Learning, Analytical, Attention-to-detail, Action-Oriented, Resiliency-Adaptability, Critical-thinking/Problem-solving, and Self-Development skills
- Good oral and written communication skills
- Production, metrics-driven environment with focus around meeting deadlines
- Basic computer skills and knowledge of Microsoft applications
- Alpha/Numeric data entry and typing skills – with excellent accuracy
- Must be a team player and maintain a positive attitude
- Physical requirements: Sitting – up to 95% of the time, Standing – up to 10% of the time, Lifting – up to 5% of the time and up to 50 pounds; Walking – up to 10% of the time
Preferred qualifications, capabilities, and skills
- Experience with IRAs and reviewing legal documents
Work Schedule
- During training, 8 a.m. – 4:30 p.m. Eastern Time with a lunch period and breaks Monday through Friday
- After training, work a hybrid schedule of Monday through Wednesday in the office and Thursdays and Fridays working from home using company-supplied equipment. New hire choose one of three shifts: 7 a.m.-3:30 p.m.; 7:30 a.m.-4 p.m. or 8 a.m.-4:30 p.m. - all schedules have a 30-minute lunch with two, 15-minute breaks, one in the morning, the other in the afternoon
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
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