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
Provide financial, administrative, and clerical services to one or all business units of the organization efficiently and accurately. The incumbent will be responsible for performing data entry, data verification, processing, and monitoring incoming payments.
Benefits
Requirements
Education/Experience Requirement:
0 IRA Accounts Supervisor jobs found in Erie, PA area