Job Description
Job Description
About Company :
Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12 / 31 / 23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.
RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.
The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.
Job Description :
Reporting to the Billing Group Team Lead, the Analytics and Processing Specialist is responsible for analyzing, reviewing, and processing transactions related to investment accounts, client billing and advisor compensation related issues. Working with the custodians as required to assist client service or other Retirement Planners of America (RPOA) staff, as well as other operational activities as deemed appropriate. Must have investment and / or banking account knowledge.
Job Responsibilities :
Custodian client fee billing
Job Qualifications : Education :
Experience & Skills :
Processing Specialist • Plano, TX, US