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 2022 Salary.com)

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Operations Account Service Specialist
  • Hire Integrated
  • Pleasant Grove, UT
  • Salary: $17/hr Operations Account Service Specialist Utahs Largest community bank is looking for an ... Establish new IRA's, set-up auto distributions, competing death distributions and ensuring accurate ...
  • 6 hours ago

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Senior PPC & SEO Specialist
  • Taylor & Pond Digital Marketing Agency
  • San Diego, CA
  • ... IRA Retirement Plan with 3% matching · Hybrid working schedule (remote + in-office) · Opportunity for career growth + development · A fast-paced, high energy + dog friendly office space in ...
  • 2 days ago

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Bookkeeper / HR Specialist
  • Darden Building Materials
  • Temple, TX
  • IRA with match * Paid time off (PTO) * Annual bonus pay So, now that you've learned the who, what ... REQUIREMENTS FOR A BOOKKEEPER / HR SPECIALIST * 10+ years of experience in bookkeeping * Bachelor ...
  • 2 days ago

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AUTOMOTIVE PARTS SPECIALIST LEXUS OF COOL SPRINGS
  • Lexus of Nashville
  • Brentwood, TN
  • AUTOMOTIVE PARTS SPECIALIST Lexus of Cool Springs is currently looking for an Automotive Parts ... IRA match program * Christmas club program RESPONSIBILITIES: * Assist customers in choosing ...
  • 4 days ago

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Operations Support Specialist
  • Great River Federal Credit Union
  • Saint Cloud, MN
  • They serve as the Credit Union's IRA expert-reporting, transfers, reviews, corrections, etc... The Operations Support Specialist will open new Debit and Credit Card accounts, handle card control, and ...
  • 4 days ago

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Case Manager Crisis Intervention Specialist
  • ShelterCare
  • Eugene, OR
  • The Case Manager Crisis Intervention Specialist takes the lead on identifying needs and creating ... SEP-IRA employer contribution after 2 years of employment ; and 40 hours of paid parental leave
  • 5 days ago

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Operations Support Specialist
  • Vystar Credit Union
  • Newberry, FL
  • Operations Support Specialist ACCOUNTABILITY STATEMENT Provides expertise service to member-facing ... Deposit account types (checking, savings, IRA's, CD's, etc.), ACH (Automated Clearing House ...
  • 5 days ago

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Operations Manager
  • Resource One Credit Union
  • Dallas, TX
  • Operations Analyst, Operations Support Reps, ACH Coordinator, and IRA Specialist POSITION PURPOSE Plans and manages the daily processing activities for assigned Operations unit(s) - eTransactions ...
  • 6 days ago

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Sales Support Specialist
  • NuView IRA
  • Longwood, FL FULL_TIME
  • Description Benefits · Self-directed 401k with 3% company contribution · 11 paid holidays · 120 hours of Paid Time Off (...
  • 9 Days Ago

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IRA Specialist
  • Delta Community Credit Union
  • Atlanta, GA FULL_TIME
  • Position IRA Specialist Job Code-8126 req2461 Delta Community Credit Union Administrative Office - Riverwood 200 Full Ti...
  • 17 Days Ago

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Sales Support Specialist
  • NuView IRA
  • Longwood, FL FULL_TIME
  • DescriptionBenefits· Self-directed 401k with 3% company contribution· 11 paid holidays· 120 hours of Paid Time Off (retr...
  • 9 Days Ago

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IRA Specialist
  • Delta Community Credit Union
  • Atlanta, GA FULL_TIME
  • Position IRA Specialist Job Code-8126 req2461 Delta Community Credit Union Administrative Office - Riverwood 200 Full Ti...
  • 17 Days Ago

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IRA Specialist
  • Addition Financial
  • Lake Mary, FL FULL_TIME
  • DescriptionWe are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive finan...
  • 1 Month Ago

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IRA Specialist
  • Sun East Federal Credit Union
  • Aston, PA FULL_TIME
  • Sun East is offering a SIGN ON BONUS of $1,000 for new hires! (Paid in increments over the first year of hire, less regu...
  • 2 Months Ago

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Patient Scheduling Specialist (PSS)
  • Seldovia Village Tribe IRA
  • Homer, AK FULL_TIME
  • Position Overview Patient Scheduling Specialist (PSS) performs primary medical, wellness and behavioral health appointme...
  • 1 Month Ago

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IRA/HSA Specialist
  • Central Bancompany
  • Osage Beach, MO FULL_TIME
  • Assist customers and employees with respect to all IRA knowledge and products and Health Savings Accounts, and provide b...
  • 1 Day Ago

Income Estimation for IRA Specialist jobs
$47,523 to $61,636