IRA Specialist jobs in Atlanta, GA

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 2024 Salary.com)

D
IRA Specialist
  • Delta Community Credit Union
  • Atlanta, GA FULL_TIME
  • Position
    IRA Specialist
    Job Code-8126
    req5077
    Delta Community Credit Union Administrative Office - Riverwood 200
    Full Time


    Job Description

    Delta Community is the largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position.


    The IRA Specialist I performs basic transactions and file maintenance, such as opening IRA/HSA/Coverdell ESA accounts, performing contributions, distributions, transfers, rollovers, and conversions. This position monitors the departmental ACD line, fax, mail, and email and assists branch delivery staff with IRA inquiries.

    Practices safety-conscious behaviors in all operational processes and procedures.

    Essential Functions:
    • Respond to phone and online inquiries from members for guidance and direction on all credit union deposit IRAs
    • Learn and communicate the complex rules regarding IRA accounts and possess the knowledge to open and maintain these accounts in accordance with IRS guidelines
    • Perform routine maintenance on existing accounts (including adding and removing beneficiaries, calculating and verifying RMDs, and conversions)
    • Monitor IRA and HSA Pending files in AX
    • Prep daily work for scan
    • Complete research requests and special projects as assigned

    Other
    • This description reflects management’s assignment of essential functions, it does not prescribe
    or restrict the tasks that may be assigned. This job description is subject to change at any time.

    .

    Job Qualifications


    Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

    Required Minimum Qualifications:
    • High school diploma or equivalent
    • Certified IRA Professional (CIP) designation- Must obtain within 18 months of start date
    • Working knowledge of MS Excel and MS Word
    • Strong research and problem solving skills
    • Ability to perform well under pressure and handle multiple priorities
    • Willing to travel to Atlanta-area branches
    • Willing to work evenings and weekends as needed
    • Must be able to lift 50 pounds
    • Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

    Preferred Qualifications:
    • Bachelor’s Degree in business or related field
    • 1 years’ financial institution experience
    • Working knowledge of Symitar
    • Prior experience administering IRAs/HSAs and/or Trust Accounts
    • Demonstrated sales skills aptitude


    Employee benefits include:
    • Medical, Dental and Vision Coverage
    • Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
    • Supplemental Insurance or Voluntary Insurance
    • 401(k) Plan with Company Match
    • Vacation, Holidays and Personal Time Off
    • Paid Maternity and Paternity Leave
    • Pre-tax Health and Dependent Care Spending Accounts
    • Benefit Choice Program
    • Health Reward Dollars
    • Discount on Gym Reimbursement and Identity Theft Programs
    • Legal Services

  • 29 Days Ago

1
IRA Cycle Counter
  • 1-800-FLOWERS FAMILY OF BRANDS
  • Atlanta, GA FULL_TIME
  • Job Duties: Routinely count and record inventory locations as assigned. Accurately verify quantities and batches of inventory in various locations and environments including cold and freezer. Use RF g...
  • Just Posted

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IRA Cycle Counter
  • Harry & David
  • Atlanta, GA FULL_TIME
  • Job Duties: Routinely count and record inventory locations as assigned. Accurately verify quantities and batches of inventory in various locations and environments including cold and freezer. Use RF g...
  • 7 Days Ago

E
Remote - Enrollment Specialist
  • Enrollment Specialist - CareHarmony
  • Atlanta, GA FULL_TIME
  • CareHarmony is a venture-backed start-up; formed to help physicians thrive in the new era of value-based care by combining the latest advancements in population health technology with 24/7 care coordi...
  • 1 Day Ago

B
Specialized Fiduciary Officer II , IRA
  • Bank of America
  • Atlanta, GA FULL_TIME
  • Job Description:Specialized Fiduciary Officer II - IRAAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growt...
  • 11 Days Ago

S
Laser Operator
  • Spare Parts Specialist, Inc
  • Tyrone, GA FULL_TIME
  • Salary Range: $17-$20/Hour Functional Role: To safely and efficiently operate the Laser/Fabrication equipment. Minimum Requirements: High school diploma or GED One year experience operation of Laser, ...
  • 15 Days Ago

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0 IRA Specialist jobs found in Atlanta, GA area

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UGC Expert
  • Fud, Inc.
  • Atlanta, GA
  • Fud is seeking a UGC Expert to join our community. As the World's First Social Hustling Community, Fud is dedicated to p...
  • 4/18/2024 12:00:00 AM

A
Expert Systems Analyst - Remote
  • Altera Digital Health Inc. United States
  • Atlanta, GA
  • Altera, a new member of the N. Harris Computer Corporation family, delivers health IT solutions that support caregivers ...
  • 4/18/2024 12:00:00 AM

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Freelancing Expert - Fiverr
  • Fud, Inc.
  • Atlanta, GA
  • Fud is on a mission to empower people to earn a living on their own terms. As the world's first social hustling communit...
  • 4/18/2024 12:00:00 AM

C
Subject Matter Expert (SME) for Health Administration (Remote/Hybrid) - (Contractor)
  • Confidential
  • Atlanta, GA
  • Job Summary: We are actively searching for a Subject Matter Expert (SME) with a comprehensive background in health admin...
  • 4/16/2024 12:00:00 AM

F
UGC Expert
  • Fud Inc.
  • Atlanta, GA
  • Fud is seeking a UGC Expert to join our community. As the World's First Social Hustling Community, Fud is dedicated to p...
  • 4/16/2024 12:00:00 AM

M
Field Expert
  • Moxie Pest Control
  • Norcross, GA
  • Job Description Job Description PAID TRAINING – no experience necessary Company Vehicle - all gas and vehicle maintenanc...
  • 4/16/2024 12:00:00 AM

C
Subject Matter Expert (SME) for Health Administration (Remote/Hybrid) - (Contractor)
  • Confidential
  • Atlanta, GA
  • Job Summary: We are actively searching for a Subject Matter Expert (SME) with a comprehensive background in health admin...
  • 4/15/2024 12:00:00 AM

M
Senior Claims Specialist, General Liability (open to remote)
  • Markel Corporation
  • Alpharetta, GA
  • What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The ...
  • 4/15/2024 12:00:00 AM

Atlanta (/ætˈlæntə/) is the capital of, and the most populous city in, the U.S. state of Georgia. With an estimated 2017 population of 486,290, it is also the 38th most-populous city in the United States. The city serves as the cultural and economic center of the Atlanta metropolitan area, home to 5.8 million people and the ninth-largest metropolitan area in the nation. Atlanta is the seat of Fulton County, the most populous county in Georgia. A small portion of the city extends eastward into neighboring DeKalb County. Atlanta was originally founded as the terminating stop of a major state-sp...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,883 to $63,397
Atlanta, Georgia area prices
were up 1.4% from a year ago

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Earn the Certified IRA Specialist II (CIS II) Designation.
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