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 2024 Salary.com)
Description:
Basic Function
Manages the customer accounts department, which is responsible for the renewal payment process. Responsible for achieving company standards on non-renewal closing percentage.
Reporting
Reports directly to General Manager.
Primary Responsibilities
CAM First Ups
Daily-Dumpster Area, Offices: CAM, Parking Lot Entrance, Showroom: Waste Paper Baskets
When Needed-Snow Removal: Sidewalk
Requirements:
Position Requires
Licensure and Background Requirements
Satisfactory MVR (driving record), DOT physical/certification in states that require it, drug screen, criminal background investigation with job performance reference check and required testing, a valid driver’s license, and compliance with the Company’s Driver Qualification Policy.
Job Type: Full-time
Pay: $14.00 - $16.00 per hour
Experience level:
Schedule:
Travel requirement:
Ability to commute/relocate:
Work Location: In person
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