IRA Accounts Supervisor jobs in Maryland
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 - 4 Days Ago
Accounts Payable Supervisor
- Office of The Chief Financial Officer
-
Columbia, MD
FULL_TIME
- Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Accounts Payable Supervisor $72,706.00 - $93,742.00 The Office of the Chief Financial Officer (OCFO) whose mission i...
- 12 Days Ago
Supervisor - Accounts Payable
- Baltimore City Public Schools
-
Baltimore, MD
FULL_TIME
- Related positions are contingent on board approval. Plans, schedules, coordinates and reviews accounting and related accounting clerical work in accounts payable. Supervises and trains assigned accoun...
- 13 Days Ago
Medical Accounts Receivable Supervisor
- TEKsystems
-
Catonsville, MD
FULL_TIME
- TekSystems is currently hiring for a Medical Billing/AR Supervisor in the Catonsville area! MUST HAVE: Several years of AR Billing experience, supervisor or team lead experience preferred!Description:...
- 9 Days Ago
Accounts Receivable Supervisor
- TEKsystems
-
Catonsville, MD
FULL_TIME
- Description:Oversees the accurate and timely pre-billing review, billing, follow up, and cash posting of charges for assigned communities and business lines that may include: Admissions and Census rev...
- 9 Days Ago
Accounts Payable Supervisor
- Westat
-
Rockville, MD
FULL_TIME
- MD - Rockville Accounts Payable Supervisor 26687BR Job Description Westat is an employee-owned corporation providing research services to agencies of the U.S. Government, as well as businesses, founda...
- 1 Month Ago
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- MRI
-
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- 1SourceVideo
-
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- J & J 2000 INC
-
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Accountant Controller
- TANK TECH, INC.
-
Sikeston, MO
- Job Description Job Description We are looking for an Accountant Controller to join our team! You will be responsible fo...
- 4/19/2024 12:00:00 AM
Accounting Controller
- Private Company
-
Vancouver, WA
- Job Description Job Description Established Real Estate Developer seeking a full-time person to oversee our accounting t...
- 4/19/2024 12:00:00 AM
Accountant/Controller
- LeadingEdge Personnel
-
Lockhart, TX
- Job Description Job Description Company Information: At LeadingEdge Personnel we thrive on excellence through personal d...
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Senior Accountant Controller
- Acoustic Technology, Inc.
-
Boston, MA
- Job Description Job Description Senior Accountant Controller *Please note: this is a 100% in-office position in East Bos...
- 4/19/2024 12:00:00 AM
Staff Accountant-Controller
- ADM GROUP INC
-
Tempe, AZ
- Job Description Job Description Open Position for Staff Accountant Controller ADM Group Inc. is an architecture and inte...
- 4/17/2024 12:00:00 AM
About Maryland
Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary.
Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$71,619 to $88,268
Most Popular Cities in Maryland for IRA Accounts Supervisor Jobs
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