IRA Specialist jobs in North Carolina

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)

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Office Assistant/Receptionist
  • American IRA, LLC
  • Asheville, NC FULL_TIME
  • Job Title: Office Assistant

    Company: American IRA

    Location: Asheville, NC

    About Us: American IRA is a leading provider of self-directed retirement account administration services. We specialize in helping individuals take control of their retirement investments by offering a wide range of self-directed IRA services. Our mission is to empower our clients to invest in alternative assets such as real estate, precious metals, private equity, and more, all within the framework of IRS rules and regulations.

    Job Description: We are seeking a dynamic and organized Office Assistant to join our team. As an Office Assistant at American IRA, you will play a crucial role in ensuring the smooth operation of our office environment. You will provide administrative support to various departments and assist in daily office tasks.

    Responsibilities:

    • Greet and assist visitors in a professional and courteous manner
    • Answer and direct phone calls to appropriate personnel
    • Manage incoming and outgoing mail, packages, and deliveries
    • Maintain office supplies inventory and place orders when necessary
    • Assist in organizing and scheduling appointments, meetings, and conferences
    • Perform data entry and update records and reports as needed
    • Assist with filing, scanning, and organizing documents
    • Help with various administrative tasks as assigned

    Requirements:

    • High school diploma or equivalent; college degree preferred
    • Proven experience as an office assistant, administrative assistant, or similar role
    • Proficiency in Microsoft Office suite (Word, Excel, Outlook)
    • Excellent communication and interpersonal skills
    • Strong organizational and multitasking abilities
    • Attention to detail and accuracy
    • Ability to work independently and as part of a team
    • Prior experience in a financial or retirement services industry is a plus

    Benefits:

    • Competitive salary commensurate with experience
    • Comprehensive health insurance coverage
    • Paid time off and holidays
    • Professional development opportunities

    Join our team at American IRA and be part of a company that is dedicated to helping individuals achieve financial independence through self-directed retirement investing. Apply now to embark on a rewarding career as an Office Assistant with us!

    Job Type: Full-time

    Pay: From $15.00 per hour

    Expected hours: 40 per week

    Benefits:

    • Dental insurance
    • Health insurance
    • Vision insurance

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Asheville, NC 28801: Relocate before starting work (Required)

    Work Location: In person

  • 11 Days Ago

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Warehouse associate
  • The Recruiting Specialist
  • Thomasville, NC FULL_TIME
  • We are looking for a Warehouse Associate to join our team who is capable of handling numerous tasks simultaneously. The ideal candidate for this position has a strong work ethic, a willingness to work...
  • 22 Days Ago

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Nurse Practitioner
  • Specialist Office
  • Wilson, NC FULL_TIME
  • Nurse Practitioner or Physician Assistant – OncologyWilson, North CarolinaMUST:Registered Nurse Practitioner or Physician AssistantMust have 2-3 years of NP/PA experienceOncology experience requiredGr...
  • 14 Days Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Cary, NC
  • Franklinton, NC FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in Cary, NCAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen...
  • 1 Day Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Greenville, SC
  • Cedar Mountain, NC FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in Greenville, SC At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with T...
  • 1 Day Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Cary, NC
  • Efland, NC FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in Cary, NCAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen...
  • 1 Day Ago

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Subject Matter Expert
  • Vtg
  • Washington, DC
  • OverviewVTG is seeking aSubject Matter Expert(SME) to provide technical, program management, and analytical support to P...
  • 4/24/2024 12:00:00 AM

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Electrical Subject Matter Expert
  • Meta
  • Newton, GA
  • Meta is seeking a data center Electrical Subject Matter Expert (SME) to join our Data Center Facility Operations team. O...
  • 4/24/2024 12:00:00 AM

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Acquisition Subject Matter Expert
  • Kepler Research, Inc.
  • Woodbridge, VA
  • Acquisition and Program Management Subject Matter Expert supporting the Missile Defense Agency (MDA), Director of Acquis...
  • 4/23/2024 12:00:00 AM

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IT Subject Matter Expert
  • Contact Government Services, LLC
  • Hollywood, FL
  • IT Subject Matter Expert Employment Type: Full Time, Experienced level Department: Information Technology As an IT Subje...
  • 4/22/2024 12:00:00 AM

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Electrical Subject Matter Expert
  • Meta
  • Kuna, ID
  • Meta is seeking a data center Electrical Subject Matter Expert (SME) to join our Data Center Facility Operations team. O...
  • 4/22/2024 12:00:00 AM

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Subject Matter Expert
  • THR Partners
  • Houston, TX
  • Job Description Job Description This person will be an experienced engineer with sound understanding of HVAC systems tes...
  • 4/21/2024 12:00:00 AM

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Polymer Specialist/Subject Matter Expert
  • Generis Tek, Inc.
  • Minneapolis, MN
  • Please Contact : To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Rohan Salve at emai...
  • 4/21/2024 12:00:00 AM

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Acquisition Subject Matter Expert
  • Kepler Research Inc.
  • Woodbridge, VA
  • Acquisition and Program Management Subject Matter Expert supporting the Missile Defense Agency (MDA), Director of Acquis...
  • 4/21/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$47,934 to $62,167

IRA Specialist in Fayetteville, NC
Works closely with Data Control and General Accounting in balancing various general ledgers which interface with the Cert/IRA System.
February 16, 2020
IRA Specialist in Bangor, ME
As an Account Transactions - IRA Specialist, you will.
December 01, 2019
IRA Specialist in Davenport, IA
The Account Transactions - IRA Specialist provides Financial Advisors and Client Specialists with exceptional client service in response to inquiries regarding client accounts.
December 20, 2019