Sentences with phrase «handled by the custodian»

Left the shares on deposit in an account handled by a custodian or agent (Ex: A broker or your mutual fund company)

The IRA funds must always be handled by the custodian, never the investor.

Not exact matches

Similarly, Traditional to Traditional or Roth to Roth transfers of IRA money from one custodian to another are easy to handle via direct transfer from one custodian to another, but once again, these might need to be initiated by the recipient custodian.

By providing work direction, handling scheduling duties and administering core training to custodians working under my wing, I have been highly successful in leading a team that was considered the best amongst all local offices of the company.

• Organized files and records by following set record keeping procedures and ensure that they are kept confidential • Operated office equipment to handle photocopying, scanning and faxing duties • Scheduled meetings and appointments and ensured that they were timely followed - up on • Maintained both hard and soft copy filing systems and managed office supplies inventory • Took and recorded information for letters and memos and coordinated travel arrangements for executives • Ascertained that all office areas were kept constantly cleaned and maintained by coordinating custodian services