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)
op 3 Skill Sets Basic M/S Office skills including Word, Excel (V Look Ups, Pivot Tables), PowerPoint
Education Requirement Accounting/Finance, Business Administration Bachelor?s degree or similar
Years of experience Any
Monday-Thursday in office, Friday is work from Home. 9 Hour Workday, includes 1 HR unpaid Lunch.
Sales Administration Coordinator ? Ridgefield Park, NJ
Assist manager in Sales Administration in the following areas: Sales Promotional claim validation and processing, Sales MDF program analysis, Sales Related chargeback resolution, and various special projects.
Duties & Responsibilities:
? Validate and Process Sales Deduction claims through SAP Claim System
? Validate and Process SPA claims through Salesforce Dotcom
? Maintain and reconcile Sales MDF programs for Regional Sales
? Work with Sales in order to reduce monthly chargebacks
? Analyze chargeback process and design a way to lessen number of deductions and process more efficiently
? Assist with special & other ad hoc requests
Preferred Experience and Education
? Accounting/Finance, Business Administration Bachelor?s degree or similar
? Account Reconciliation experience a plus
? Experience in a corporate environment
? Ability to work well with others and take direction from supervisor and other top management.
? Basic M/S Office skills including Word, Excel (V Look Ups, Pivot Tables), PowerPoint
? Excellent oral and written communication skills
? Excellent planning and organizational skills
? Ability to handle multiple tasks
? Ability to prioritize, organize, and perform duties and responsibilities
Job Type: Contract
Salary: $23.00 - $26.00 per hour
Benefits:
Schedule:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
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0 IRA Specialist jobs found in Bergenfield, NJ area