IRA Accounts Supervisor jobs in the United States

IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2022 Salary.com)

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Training Specialist (Member Service Center)
  • California Coast Credit Union
  • San Diego, CA
  • Knowledge of more complex accounts/loan products and services to include IRA's, Real Estate ... Ability to appear for work on time, follow directions from a supervisor, interact effectively with ...
  • 6 hours ago

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Landscape Maintenance Account Manager
  • Habitat Horticulture
  • San Francisco, CA
  • Work with our Accounts Receivable team to ensure aging accounts are up to date * Ensure that our ... IRA Retirement Program (3% matching)
  • 5 days ago

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Senior Branch Representative
  • UNIFY Talent Acquisition
  • Oakland, CA
  • Assists Branch Manager and/or Branch Supervisor with planning and directing operational activities ... new member accounts (including IRA, Trust, Term-Share certificates, and Money Market shares ...
  • 6 days ago

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IRA Supervisor
  • Harry & David
  • Medford, OR FULL_TIME
  • The IRA Supervisor is a critical role as the shift liaison for IRA to the other business partners at the site. This posi...
  • 2 Months Ago

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Associate - New Accounts - IRA
  • Axos Clearing LLC
  • Omaha, NE FULL_TIME
  • Job Summary and Opportunity: The Associate will be responsible for reviewing, amending, and finalizing documentation for...
  • 20 Days Ago

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IRA Supervisor
  • Harry & David
  • Medford, OR FULL_TIME
  • The IRA Supervisor is a critical role as the shift liaison for IRA to the other business partners at the site. This posi...
  • 2 Months Ago

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Associate - New Accounts - IRA
  • Axos Clearing LLC
  • Omaha, NE FULL_TIME
  • Job Summary and Opportunity: The Associate will be responsible for reviewing, amending, and finalizing documentation for...
  • 20 Days Ago

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NuView IRA College Program
  • NuView IRA
  • Longwood, FL FULL_TIME
  • DescriptionBenefits Self-directed 401k with 3% company contribution 11 paid holidays A company-paid trip, once a year 12...
  • 1 Month Ago

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IRA - BSA Accounts Receivable Processor
  • MidWest America Federal Credit Union
  • Fort Wayne, IN FULL_TIME
  • Location: Medical ParkPosition: Individual Retirement Account - Bank Secrecy Act Accounts Receivable ProcessorQualificat...
  • 2 Months Ago

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CD/IRA/Decedent Proc Supervisor
  • MidFirst Bank
  • Oklahoma City, OK FULL_TIME
  • The position will oversee and manage projects and day-to-day operations of the CD/IRA/Decedent department in Bank Operat...
  • 25 Days Ago

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Accounts Payable/Receivable Clerk
  • Accounts Payable/Receivable
  • Peoria, AZ FULL_TIME
  • Larry H. Miller Dealerships’ Job Description Accounts Receivable and Payable Clerk Join a Winning Team at Larry H. Mille...
  • 1 Month Ago

Income Estimation for IRA Accounts Supervisor jobs
$66,181 to $81,558