IRA Specialist jobs in the United States

IRA Specialist develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Being an IRA Specialist utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Additionally, IRA Specialist typically reports to a supervisor or manager. The IRA Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. To be an IRA Specialist typically requires 0-2 years of related experience. (Copyright 2021

Branch Banking Specialist
  • Shore United Bank
  • Cambridge, MD
  • A Branch Banking Specialist is a front-line, customer facing position responsible for ... Open new consumer and business accounts including CD's, IRA's, and safe deposit boxes * Adhere to ...
  • just now

Marketing Content Specialist - Remote Opportunity
  • PowerChord, Inc.
  • Portland, OR
  • The Marketing Content Specialist develops materials and interacts with internal and external ... Competitive compensation including simple IRA with 3% company match * 18 days of Paid Time Off your ...
  • 12 hours ago

QA Specialist (Remote/Onsite/Hybrid)
  • NextCapital
  • Minneapolis, MN
  • ... IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution ... JOIN OUR TEAM We're looking for talented and highly motivated reliability specialists to join our ...
  • 12 hours ago

Marketing Communications Specialist
  • Buxton
  • Fort Worth, TX
  • Buxton is looking for a Marketing Communications Specialist to support marketing and public ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Generous Paid Time Off
  • 2 days ago

Investor Services Specialist
  • Provo, UT
  • Understanding of corporate entity structures (Corp, LLC, Foundation) and estate planning/retirement vehicles structures (Trust, IRA, 401k) * Experience working in a fast-paced, high-volume ...
  • 2 days ago

Safety Training Specialist
  • Construction Safety Council
  • Hillside, IL
  • ... IRA match, and paid PTO and holidays. Application: If interested, submit a cover letter and resume ... Safety Trainer, EHS Training Specialist, EHS Trainer, EHS Training Specialist, Safety and ...
  • 3 days ago

Payroll/Accounts Payable Specialist
  • TevisHR
  • El Cerrito, CA
  • JOB DUTIES: The accounts payable/payroll processing specialist compiles and maintains accounts ... IRA plan with a 3% employer match.
  • 4 days ago

Eviction Prevention Specialist (Housing Specialist) - New Wage Rate
  • Community Action of Skagit County
  • Mount Vernon, WA
  • Within this program the specialist will respond to inquiries about the program, determine ...  SIMPLE IRA Retirement Plan (3% Match)  Employee Assistance Program  Voluntary ...
  • 4 days ago

Income Estimation for IRA Specialist jobs
$46,098 to $59,779