About this role
Wealth Management IRA Associate at Commercebank. Location: Kansas City, Missouri, United States. Role: processing transactions, supporting advisors, managing distributions Requirements: Bachelor's in Finance or Accounting (or equivalent), knowledge of IRAs and trust terminology preferred, excellent customer service and problem-solving, intermediate Microsoft Office and communication skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook Certifications: cisp Commitment: Full Time Workplace: Onsite Languages: English