Wealth Client Specialist-Personal Trust IRA

Responsibilities

• Manage IRA distribution requests by reviewing details for accuracy and coordinating corrections with the fiduciary team
• Partner with Trust Operations to ensure all distribution requests are completed in a timely manner
• Assist with the production of rollover recommendations in accordance with IRA Prohibited Transaction Exemptions
• Conduct data analysis to generate recommendations based on documentation provided by the fiduciary team
• Support the Personal Trust IRA team through IRA transaction reviews, data validation, and various departmental projects

Requirements

• Bachelor's degree and related banking or financial services experience OR
• High school diploma/GED with a minimum of 4 years of trust or financial services experience

Preferred Qualifications

• Prior experience in IRA Administration or Processing
• Experience in Wealth Management, Trust, or general financial services
• Highly organized and detail-oriented with a focus on efficient task completion

Benefits

• Competitive and thoughtfully designed benefits program
• Comprehensive total rewards package designed to meet the needs of associates

About the Company

First Citizens Bank helps clients pursue their ambitions at every stage of life. Our Wealth team delivers banking, investment, insurance, and various other solutions to support the moments that matter most to our clients.