BofI Federal Bank [NASDAQ: BOFI] with over $9 billion in assets, is one of the fastest growing internet banks in the nation and is rated in the top 5 of online banks in the country! We are very forward thinking, technologically sophisticated, and a pioneer in our industry!
We are looking for a Deposit Operations Specialist - Retirement Services to be responsible for:
- Reviews daily IRA/Roth transactions for accuracy and regulatory compliance
- Assists customers with questions involving their IRA/Roth accounts
- Perform special projects and routine Deposit Operations tasks as needed
- Processes requests related to IRA/Roth accounts, including but not limited to:
- New account enrollment
- Various file maintenance