IRA Manager

Job Summary:
The Self-Directed IRA Manager oversees operations and real estate backed transactions involving IRAs, while ensuring top-notch customer service requirements are met. This position monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries, while also ensuring compliance with all government regulators including IRS tax rules and regulations. Position supervises team of IRA administrators.
This role builds relationships with loyal customers and acts as a subject matter expert within department. Role advises customers on issues related to their accounts while remaining impartial and providing guidance within set parameters as set forth by regulators.
Job Responsibilities:

• Maintain and manage Bank’s IRA database, including review of documentation, daily and monthly reports and account setup.
• Supervises and supports IRA department, including day to day management, development, and performance reviews.
• Responsible for preparing monthly, quarterly, and annual reports.
• Maintains strong knowledge of up-to-date tax laws as related to IRA accounts, particularly as they may impact our customers.
• Educates clientele on all options as it relates to their account(s), while remaining impartial and staying within required laws and regulations.
• Review and prepare end of year tax documentation (1099-R, 5498) on behalf of bank, ensuring accuracy for customer tax filings.
• Strong ability to build relationships with bank customers, and educate potential customers on products and services that match their needs.
• Other duties as assigned.

Job Qualifications:

• 4-7 years’ experience servicing IRA accounts or related experience required.
• Bachelors’ degree in Accounting, Business Administration, or related field preferred.
• Managerial experience desired, not required.
• Strong ability to form strong relationships with potential customers required.
• Strong attention to detail required.
• Strong communication skills required.

This position will give you an opportunity to join a progressive, growing banking organization that offers a competitive salary and a competitive benefits package. Successful applicants must pass pre-employment screening including credit history and criminal record check.
Equal Opportunity Employer

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time