Job Description. . Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an. Account Services. Associate. in. our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of ...
SUMMARY. Responsible for the review of new and existing IRA information and deposit accounts. Performs legal research and reviews REG CC holds. Processes and reviews other related areas of Account Servicing. ESSENTIAL DUTIES and RESPONSIBILITIES. include, but are not limited to the following. Successfully input IRA information and accurately maintain IRA files. Monitor and submit monthly interest payments for all Interest On Lawyer Trust Accounts...
