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Retirement and Investment Services Associate

Country Companies

Country Companies

Bloomington, IL, USA
Posted on Tuesday, June 4, 2024
Retirement and Investment Services Associate

Job Number:

240233

Primary Location

: US-IL-Bloomington

Interested in Investment Services? We have an opportunity for a Retirement and Investment Services Associate to join our team. As a RIS Associate, you will work closely with the Investment Services Administrators and COUNTRY Financial Advisors for new account processing, as well as performing the daily operational functions associated with the administration of Journey Series products. You will assist Financial Advisors and clients with questions about account opening processes, services, and documents while handling day-to-day requests from clients for servicing assistance.

This position offers a hybrid work schedule and is based out of our corporate offices in Bloomington, IL.

How does a Retirement and Investment Services Associate make an impact?

  • Verifies and processes contributions on the AddVantage system and SIMPLE Database and initiates daily investment trades. Reviews various maintenance items and processes in Financial Accounts and Imaging and verifies information completeness in the AddVantage system.
  • Reviews, calculates and processes distributions (partial, total and required minimum distributions), withholding and accompanying investment trades as applicable.
  • Handles day to day client needs to assist in the administration of their retirement accounts and retail accounts.
  • Identifies, researches and makes decisions to resolve issues regarding regulatory and compliance issues on IRA's, Simplified Employer Pensions (SEPs), SIMPLEs, HSAs and retail accounts and provides exceptional customer service and accurate information to Financial representatives and clients.
  • Provides subject matter expert knowledge in specific areas within the division to assist with procedure improvements and projects in a variety of strategic business efforts and project teams from multiple areas.

    Do you have what we're looking for?

    • High level of accuracy and attention to detail.
    • Multi-tasking and problem-solving skills.
    • Excellent oral and written communication skills.
    • Works effectively in a team environment.
    • This is an intermediate level support role, which typically requires 1+ years of relevant experience.

    This position is part of a job family. Placement will be determined by skills and qualifications of the candidate.

    Why work with us?

    Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

    You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees.

    COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.

    Come join our team at COUNTRY today!

    COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.