IRA Services Representative, Sr. jobs in Fullerton, CA

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Learning & Development Rep Sr
  • Leidos QTC Health Services
  • San Dimas, CA FULL_TIME
  • Job Summary

    Designs and delivers programs to train all levels of personnel. Develops tests and visual aids, conducts training classes, and develops criteria for evaluating effectiveness of training activities. Keeps abreast of training and development research: learning theory, motivation theory, and new materials, methods, and techniques. Develops in-house programs and practices to identify developmental needs, including preparing personnel for more responsible positions and increasing effectiveness in present assignments. May evaluate and/or oversee contractors or vendors to develop and/or administer training programs.

    Essential Duties and Responsibilities

    • Conduct orientation and job specific training for new team members to ensure understanding of the job, responsibilities, policies and procedures
    • Train team members on compensation and pension disability worksheets and Leidos QTC Health Services case management software
    • Conduct team member refresher and update training
    • Develop training plans, calendars, and assist with training material development
    • Schedule training programs and ensure set up of materials and equipment in a timely and efficient manner
    • Update existing training procedures as necessary
    • Participate in the training team expansion requirements for corporate departments
    • Analyze, evaluate, and provide feedback related to training effectiveness
    • Test, evaluate, and offer feedback on new system updates
    • Provide operations support to team members as needed
    • Perform other duties and responsibilities as assigned

    Competencies

    • Ability to work independently and in a team-oriented environment
    • Ability to work effectively with people from diverse backgrounds
    • Presentation and facilitation skills
    • Strong writing and verbal communication skills
    • Understanding of different learning and training styles
    • Agility in shifting priorities

    Education and/or Experience (includes certificate & licenses)

    • Must be able to successfully pass National Agency Check with Inquiries (NACI) background investigation

    This job description supersedes all prior job descriptions and is intended to describe the general content and essential requirements for the position listed above. It is not to be construed as an exhaustive statement of requirements, duties and responsibilities. Management reserves the right to add or change the duties of this position as required at any time.

    QTC Management Inc. is a VEVRAA Federal contractor and an Equal Opportunity Employer. The company has an ongoing commitment to affirmative action and the creation of a workplace free of discrimination, harassment and retaliation. The company recruits, hires, trains, and promotes individuals in all job titles without regard to race, color, creed, religion, ancestry, national origin, age, sex, sexual orientation, people with disabilities protected under law, and protected veteran status.

  • Just Posted

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Sr Sales Representative-Service contracts
  • honeywell
  • La Palma, CA FULL_TIME
  • If you are a self-motivated, determined, and energetic sales professional, Honeywell currently has an excellent opportunity for you to showcase your skills in a key role as a Service Sales Consultant ...
  • 1 Month Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • ontario, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 15 Days Ago

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Client Services Representative
  • Service Champions Inc
  • Brea, CA FULL_TIME
  • Service Champions is the largest Heating, Plumbing and Air Conditioning company in Southern California, driven by our 7 Core Values: Integrity, Respect, Compassion, Punctuality, Teamwork, Enthusiasm, ...
  • 17 Days Ago

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Environmental Services Representative
  • INNOVATIVE INTEGRATED HEALTH INC
  • Anaheim, CA FULL_TIME
  • DescriptionWHO WE ARE:Are you interested in working for an organization whose mission it is to enable frail, underserved, and multicultural senior communities to live independently at home and in thei...
  • Just Posted

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Member Services Representative
  • ADELFI CREDIT UNION
  • Brea, CA FULL_TIME
  • Member Services Representative Pay Range: $21 per hour Who are we looking for? In addition to understanding our Statement of Faith, the qualified candidate for this position is committed to serving cu...
  • Just Posted

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0 IRA Services Representative, Sr. jobs found in Fullerton, CA area

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Customer Service Rep
  • 2301 WB Building
  • Commerce, CA
  • Job Description Job Description We are seeking a Customer Service Rep to Immediately join our team in Commerce, CA Respo...
  • 4/23/2024 12:00:00 AM

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Customer Service Rep
  • PONIA AFRICAN MARKET BUTIK LLC
  • Lancaster, CA
  • Job Description Job Description Helping customer find products, Answering phones, stocking, & Inventory.
  • 4/23/2024 12:00:00 AM

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Customer Service Rep
  • Ultimate Staffing
  • Torrance, CA
  • Job Title: Parts Department Customer Service Representative Job Type: Full-time Location: Torrance, CA Start Date: April...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Arizona Tile, LLC.
  • Los Angeles, CA
  • Job Description Job Description Arizona Tile, the premier importer of natural stone and ceramic tile, in 10 Western stat...
  • 4/22/2024 12:00:00 AM

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Member Service Rep
  • Crunch
  • Tustin, CA
  • Member Service Representative - lively environment, versatile assignments, competitive atmosphere Would you like to work...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Coastal Community Solutions
  • Glendale, CA
  • Calling All Superheroes! Are you ready to unleash your incredible customer service powers for the greater good? We're on...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Fontana, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17509 Showing 1 location **J...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Compton, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17820 Showing 1 location **J...
  • 4/21/2024 12:00:00 AM

Fullerton (/ˈfʊlərtən/) is a city located in northern Orange County, California, United States. As of the 2010 census, the city had a total population of 135,161. Fullerton was founded in 1887. It secured the land on behalf of the Atchison, Topeka and Santa Fe Railway. Historically it was a center of agriculture, notably groves of Valencia oranges and other citrus crops; petroleum extraction; transportation; and manufacturing. It is home to numerous higher educational institutions, particularly California State University, Fullerton and Fullerton College. From the mid-1940s through the late 19...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$52,336 to $61,086
Fullerton, California area prices
were up 3.2% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020