Operations Support Specialist

Overview We are seeking an experienced Operations Support Specialist to join our team in Pasadena, CA. This role is critical in supporting key operational functions, with a primary focus on processing Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), Trusts, and managing complex member account issues. The ideal candidate will possess advanced knowledge of these areas, along with experience in handling inactive, dormant, and deceased member accounts, as well as the legal processing of levies, garnishments, and subpoenas. Key Responsibilities Certificates of Deposit (CDs) & IRAs Process CD and IRA account openings, renewals, and distributions, ensuring compliance with all federal and state regulations. Maintain accurate records of CD maturities, interest rates, and customer instructions. Provide expertise and guidance on tax reporting and required minimum distribution (RMD) calculations for IRA accounts. Trust Accounts Manage the setup and maintenance of trust accounts in accordance with legal documents and regulatory requirements. Communicate with attorneys, trustees, and beneficiaries regarding account status and documentation needs. Inactive, Dormant, & Deceased Accounts Process and monitor accounts classified as inactive or dormant, ensuring adherence to escheatment rules and regulations. Handle the disposition of accounts of deceased members, working closely with estates, heirs, and legal representatives to ensure proper distribution and closure of accounts. Legal Processes Review and respond to legal requests such as levies, garn #J-18808-Ljbffr