IRA Accounts Supervisor jobs in Germantown, MD
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)
Recently Added IRA Accounts Supervisor jobs
Financial Processing Analyst (IRA and Deceased Accounts Processing)
- Lafayette Federal Credit Union
-
Rockville, MD
FULL_TIME
-
*ONLY HIRING IN DC, MARYLAND AND VIRGINIA*
*HYBRID WORK FROM HOME CAPABILITY AVAILABLE*Welcome to Lafayette Federal Credit Union Careers! We are excited you have decided to browse our current career opportunities.Teamwork and a sense of community make Lafayette Federal Credit Union a great place to work. Each person is valued for his or her unique set of skills. Our culture is about inclusion, diversity, high performance, and new opportunities. We share a common devotion to community, participating in charity events throughout each year. Professional development, training, and certification is a priority for our employees. We also provide employees with a competitive salary and a generous benefits package.What makes LFCU cutting-edge? We are recognized in the S&P Global Market Intelligence Report as one of the Top 100 performing credit unions in 2021 for the second year in a row, securing the #12 spot out of over 1,700 qualified credit unions nationwide. Our organization is growing, and we are seeking top-notch individuals to provide support to our members. Our goal is to become the premier financial partner for every one of our members and our LFCU member support team is a critical component in achieving that success.We are currently seeking a highly motivated Financial Operations candidate to support our team!- Do you have experience with IRAs and Deceased accounts?
- Do you have experience processing Electronic Funds Transfer (EFT)?
- Do you have analytical decision-making ability with attention to detail?
If so, then Lafayette Federal Credit Union is the place for you!About this position:We are currently seeking an innovative, enthusiastic, and experienced professional who has worked with IRAs, deceased accounts, and wires. Summarily, this position will, under general supervision but following established policies and procedures, be responsible for activities related to Wires, IRA, and Deceased Accounts while ensuring that the credit union is in compliance.Specifically, the Financial Processing Analyst will:- Maintain membership's IRA portfolios by processing monthly, quarterly, and annual Required Minimum Distributions, notifying members when they are required to start RMDs, maintaining the IRA out-of-balance report, completing 1099R corrections to be sent to the Internal Revenue Service and notifying members of any IRS changes to the IRA rules and regulations. Responsible for maintaining IRA automatic distribution updates on Data Safe under the IRA function. Utilizes Ascensus IRA Service Center to respond to IRA inquiries in a professional manner and maintain positive member relations.
- Perform the daily processing of the wires. Processes and posts all incoming and outgoing wire requests. This includes member verification, enhanced due diligence, and system processing.
- Acts as a liaison between the credit union and the surviving family members until the deceased account has been completely settled.
- Responsible for account estate settlement issues including but not limited to deceased accounts, probate issues, trust accounts, maintenance, and disbursements of accounts upon death of account holder. Researches and notifies proper staff of death notifications. Maintains hold on deceased members accounts pending government reclamations. Processes government reclamations as required.
- Be responsible for understanding and complying in an accurate and timely basis with all Bank Secrecy Act/Anti-Money Laundering/OFAC requirements that pertain to your position at LFCU and as directed by management and/or the SVP of Risk Management.
Qualified candidates will have the following- A positive credit standing
Experience & Education:- A two-year college degree or 3-5 years of similar or related experience
- Experience with processing IRAs, Electronic Funds Transfer (EFT), and deceased accounts
Skills:- Extremely detailed oriented to ensure accuracy of data
- Ability to make independent decisions with oversight and assistance as needed by Finance Operations Manager/PVP of Finance
Physical requirements and Work Environment- This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary
- This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.
Lafayette Federal Credit Union is committed to the health and safety of our employees, volunteers, and members. As such, we will require that all newly hired members of our team be COVID vaccinated (including the booster if eligible) two weeks prior to their first day of work.*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer*EOE/AA/DISABILITY/VETERAN - 17 Days Ago
Housekeeping Supervisor
- Housekeeping Supervisor
-
Washington, DC
FULL_TIME
- Competitive Benefits:Free Parking (if available)Medical, Dental, Vision Benefits Competitive Pay Rates 401k Plan and after 1 year up to 3% Match Paid Time Off (Vacation, Holidays, Sick and more)Compli...
- 18 Days Ago
IRA Manager
- United States Senate Federal Credit Union
-
Alexandria, VA
FULL_TIME
- Job Description Mission: In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and securi...
- 4 Days Ago
Accounts Payable Supervisor
- Office of the Chief Financial Officer (OCFO)
-
Washington, DC
FULL_TIME
- SERVICING PERSONNEL OFFICE/UNIT: Office of Human Resources (OHR)POSITION SERIES: DS-501POSITION GRADE: DS-11IF "OPEN UNTIL FILLED," FIRST SCREENING DATE: December 27, 2023TOUR OF DUTY: To Be Determine...
- 9 Days Ago
Accounts Payable (AP) Supervisor – Hybrid
- WESTAT
-
Rockville, MD
FULL_TIME
- Westat is an employee-owned corporation providing research services to agencies of the U.S. Government, as well as businesses, foundations, and state and local governments. Westat's research, technica...
- 1 Day Ago
Accounts Payable (AP) Supervisor - Hybrid
- Westat
-
Rockville, MD
FULL_TIME
- MD - Rockville Accounts Payable (AP) Supervisor - Hybrid 26856BR Job Description Westat is an employee-owned corporation providing research services to agencies of the U.S. Government, as well as busi...
- 1 Day Ago
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0 IRA Accounts Supervisor jobs found in Germantown, MD area
Account Coordinator
- 300Brand
-
Alexandria, VA
- Account Coordinator 300Brand seeks hard-working, detail-oriented, and driven professionals to go above and beyond for ou...
- 5/2/2024 12:00:00 AM
Accounting Coordinator
- Creative Financial Staffing
-
Reston, VA
- About the Organization & Opportunity: Our client is well established in the construction industry and recently has exper...
- 5/2/2024 12:00:00 AM
Accounting Supervisor
- Maryland & Virginia Milk Producers Cooperative
-
Hyattsville, MD
- SUMMARY We are seeking a detail-oriented and highly organized Accounting Supervisor to join our finance team. The Accoun...
- 5/1/2024 12:00:00 AM
Account Supervisor
- Insight Global
-
Columbia, MD
- Position: Account Supervisor Citizenship: US Location: Columbia, MD 21046 (Hybrid schedule – ideally 50% in office but f...
- 5/1/2024 12:00:00 AM
Public Relations Account Supervisor
- The Global Situation Room
-
Alexandria, VA
- Overview, Responsibilities, Qualifications: Job Title: Public Relations Account Supervisor Location: Alexandria, VA Sala...
- 5/1/2024 12:00:00 AM
Account Supervisor
- Akkodis
-
Columbia, MD
- We are seeking an Account Supervisor for a client of ours through Akkodis, for a hybrid role in Columbia, MD. This is a ...
- 4/30/2024 12:00:00 AM
Key Account Coordinator
- TriCom Quest
-
Jessup, MD
- Job Description Job Description Key Account Coordinator at established international distributor. $60-70K + commission F...
- 4/29/2024 12:00:00 AM
Account Supervisor
- Ignited
-
Arlington, VA
- COMPANY OVERVIEW Ignited Government provides federal and DOD agencies modern approaches to realize their marketing and o...
- 4/28/2024 12:00:00 AM
About Germantown, Maryland
Germantown is an urbanized census-designated place in Montgomery County, Maryland. With a population of 90,676 as of 2013 U.S. Census Bureau estimates, Germantown is the third most populous place in Maryland, after the city of Baltimore, and the census-designated place of Columbia. Germantown is located approximately 25–30 miles (40–48 km) outside of the U.S. capital of Washington, D.C. and is an important part of the Washington metropolitan area.
Germantown was founded in the early 19th century by European immigrants though much of the area's development did not occur until the mid-20th centu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$75,179 to $92,651
Germantown, Maryland area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an IRA Accounts Supervisor do?
IRA Accounts Supervisor in Yakima, WA
On average, a Bachelor's Degree is the highest level of education for an IRA Accounts Supervisor.
November 29, 2019