IRA Services Representative, Sr. jobs in Santa Clara, 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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Administrative Assistance
  • SR Freeman
  • Campbell, CA FULL_TIME
  • SR Freeman is looking for an administrative assistant to assist our Human Resources manager in our growing population. This Non-Exempt role provides HR Administrative support and day-to-day operations in the Campbell, CA Office to the HR Manager in the administrative duties.

    Qualifications:

    • Proficiency with MS Office applications (Word, Excel, PowerPoint) and Google Suite • Respects employee confidentiality and handles sensitive matters with tact, discretion, and a sense of urgency.

    • Excellent organizational skills, ability to prioritize many tasks and complete them with accuracy and efficiency.
    • Strong initiative is optimal to be successful in this role.
    • Ability to work independently.
    • Strong written and verbal communication skills; analytical and problem-solving abilities
    • Must be Bilingual in Spanish

    Education and experience:

    • AA degree required.
    • 2 years of HR Experience
    • Valid driver's license required.
    • Must live within 50 miles from Cupertino, CA Office (no relocations offered for this role)

    Benefits Offered:

    • Medical/Dental/Vision
    • 401K
    • Sick days
    • Accrued PTO Days based on years of service

    Pay Scale:

    • $21 to $25 per hour

    Nature of Responsibilities:

    • Assembles new hire packages/pre-employment documents, and possibly conduct new hire orientation.
    • Maintains employee records by filing, scanning, and archiving following state and federal guidelines.
    • Responsible for all administrative processes including collecting data, forms/paperwork, filing, and systems.
    • Provide general administrative support for the Management Team
    • Assist with other administrative and clerical duties.
    • Miscellaneous projects and assignment

    SR Freeman is an equal opportunity employer. Applicants will not be discriminated with regard to age, race, color, religion, sex, sexual orientation, mental or physical disability, gender identity, genetic orientation, or national origin. Must also be able to provide eligibility to work within the United States.

  • 9 Days Ago

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Sr. HVAC Maintenance Technician
  • C&W Services
  • FREMONT, CA FULL_TIME
  • Job TitleSr. HVAC Maintenance TechnicianJob Description SummaryMaintains, repairs, and installs HVAC equipment, ductwork, controls, cold rooms, refrigeration, cooling towers, boilers, exhaust equipmen...
  • 11 Days Ago

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Sr Sales Representative
  • honeywell
  • Sunnyvale, CA FULL_TIME
  • The future is what we make it.When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the things that make the future. That means changing ...
  • 18 Days Ago

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Planning Sr Representative
  • Keysight Technologies, Inc.
  • Santa Clara, CA OTHER
  • Overview Keysight is on the forefront of technology innovation, delivering breakthroughs and trusted insights in electronic design, simulation, prototyping, test, manufacturing, and optimization. Our ...
  • 22 Days Ago

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Sr Sales Representative
  • honeywell2-pilot
  • Menlo, CA FULL_TIME
  • The future is what you make it! Working at Honeywell isn’t just about developing cool things. That’s why our employees enjoy access to dynamic career opportunities across different fields and industri...
  • 1 Month Ago

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Sr. Software Development Engineer - BMC, AWS Hardware Engineering Services
  • Amazon Data Services, Inc.
  • Cupertino, CA FULL_TIME
  • Seattle & Cupertino The AWS Firmware team drives system innovation in the servers used by all of Amazon Web Services, including EC2, S3, CloudFront, etc. Our engineers solve the hardest problems that ...
  • 20 Days Ago

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

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Service Representative
  • City Sofive Soccer Inc
  • Alameda, CA
  • City-Sofive is a soccer center operator: a modern sport complex dedicated to soccer, with multiple small-sided soccer fi...
  • 3/28/2024 12:00:00 AM

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Sr Customer Service Rep
  • Genuine Parts Company
  • Hayward, CA
  • SUMMARY: Under limited supervision, the Senior Customer Service Representative responds to customer inquires and places ...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Valley Services
  • San Jose, CA
  • **Customer Service Rep** Administration Vs in 1615 S 7th St, San Jose, CA 95112-5932, United States 1615 S 7th St, San J...
  • 3/26/2024 12:00:00 AM

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Member Services Rep
  • YMCA
  • Berkeley, CA
  • We are seeking staff for our dynamic fitness branch membership team! Our fitness centers are community hubs where people...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative
  • Sun Technologies, Inc.
  • Pleasanton, CA
  • Job Title : Customer Service Representative Required Skills : Responsible for successfully managing large amounts of ord...
  • 3/26/2024 12:00:00 AM

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Insurance sales and Service Rep.
  • Brandon Mcguire Insurance Agency
  • Pleasanton, CA
  • Job Description Job Description State Farm Insurance Agent located in Pleasanton, CA is seeking an outgoing, career-orie...
  • 3/25/2024 12:00:00 AM

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Guest Services Rep Full Time-104010
  • ESA Management, LLC
  • San Jose, CA
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 3/25/2024 12:00:00 AM

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Client Services Executive
  • HSBC
  • San Francisco, CA
  • Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capab...
  • 3/24/2024 12:00:00 AM

Santa Clara is drained by three seasonal creeks, all of which empty into the southern portion of San Francisco Bay; these creeks are San Tomas Aquino Creek, Saratoga Creek, and Calabazas Creek. There are some significant biological resources within the city including habitat for the burrowing owl, a species of special concern in California due to reduction in habitat from urban development during the latter 20th century. This owl uses burrows created by ground squirrels and prefers generally level grasslands and even disturbed areas. According to the United States Census Bureau, the city cover...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$59,226 to $69,128
Santa Clara, California area prices
were up 2.9% 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