IRA Specialist jobs in Providence, RI

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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Account Manager
  • Ira Green, Inc
  • Providence, RI FULL_TIME
  • We are seeking a driven and results-oriented Account Manager & Salesperson to join our growing team. The ideal candidate will be pivotal in fostering existing client relationships and driving our custom coin program sales.

    Responsibilities:

    • Manage and develop relationships with assigned accounts, exceeding sales targets through effective communication and strategic account management.
    • Identify and cultivate new sales opportunities for custom coin projects.
    • Guide clients through the design and production process of custom coins.
    • Prepare proposals and quotes, ensuring clear communication of pricing and timelines.
    • Contribute to the development and growth of our custom coin sales program.
    • Maintain accurate sales records and reports through our CRM platform.

    Qualifications:

    • Experience in B2B and B2C sales and account management.
    • A proven track record of exceeding sales targets.
    • Excellent communication, presentation, and interpersonal skills.
    • Strong relationship-building and negotiation abilities.
    • Ability to manage multiple accounts and priorities simultaneously.
    • Proficient in CRM software and Microsoft Office Suite.
    • Knowledge of the US military/military awards is a plus.

    Ira Green, Inc. is an Affirmative Action/Equal Opportunity Employer

    Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity

    Job Type: Full-time

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Work Location: In person

  • 5 Days Ago

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Specialist
  • Virgin Pulse
  • Providence, RI FULL_TIME
  • Who are you? The Appeals Specialist is responsible for timely processing of grievances, appeals and provider claim disputes in compliance with all Federal and State laws. This position handles all asp...
  • 1 Day Ago

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AP Specialist/Payroll Specialist
  • Encompass Health Rehabilitation Hospital of...
  • Johnston, RI FULL_TIME
  • AP Specialist/Payroll Specialist $21. 00 - $27. 00 / Hourly Compensation will be determined based on years of experience and applicable certifications. Payroll Specialist Career Opportunity Appreciate...
  • 1 Month Ago

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Cleaning Specialist
  • Imperiall, Inc.
  • Providence, RI FULL_TIME
  • Position Information Status: Part-Time Schedule: Mon - Fri Hours per Week: 20h Hours per Day: 4h Time: 6pm - 10:00 pmImperiall is a rapidly growing, privately held commercial cleaning service company....
  • 5 Days Ago

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Sales Specialist
  • Petco
  • Warwick, RI PART_TIME
  • Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbei...
  • 5 Days Ago

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Merchandiser Specialist
  • Acosta Group
  • Pawtucket, RI FULL_TIME
  • **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** PAWTUCKET, Rhode Island, 02860 **Ref #:** 24959 **Function:** Merchandising **Employment Duration:** Part-time **D...
  • 5 Days Ago

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0 IRA Specialist jobs found in Providence, RI area

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Sleep Expert - Sales
  • Mattress Firm, Inc.
  • Westerly, RI
  • Now Hiring! Sleep Expert - Sales This fast-paced, commission-driven sales role will provide you with everything you need...
  • 5/11/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Avon, MA
  • Now Hiring! Sleep Expert – Sales Is your current job a nightmare? Make it a dream! Mattress Firm The most trusted author...
  • 5/8/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Westerly, RI
  • Now Hiring! Sleep Expert – Sales This fast-paced, commission-driven sales role will provide you with everything you need...
  • 5/6/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • North Smithfield, RI
  • Now Hiring! Sleep Expert – Sales This fast-paced, commission-driven sales role will provide you with everything you need...
  • 5/2/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Hanover, MA
  • Now Hiring! Sleep Expert® This fast-paced, commission-driven sales role will provide you with everything you need to thr...
  • 4/29/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Milford, MA
  • Now Hiring! Sleep Expert – Sales This fast-paced, commission-driven sales role will provide you with everything you need...
  • 4/14/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Natick, MA
  • Now Hiring! Sleep Expert – Sales This fast-paced, commission-driven sales role will provide you with everything you need...
  • 4/14/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Newton, MA
  • Now Hiring! Sleep Expert – Sales This fast-paced, commission-driven sales role will provide you with everything you need...
  • 4/14/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$52,504 to $68,087
Providence, Rhode Island area prices
were up 1.6% from a year ago

IRA Specialist in Temple, TX
This blended approach gives you the flexibility to build skills for your IRA success today, and into the future, without the travel expense.
February 24, 2020
IRA Specialist in Erie, PA
Adjusts dividends and accruals on Certificates and IRAs.
January 13, 2020
IRA Specialist in Paramus, NJ
Earn the Certified IRA Specialist II (CIS II) Designation.
January 01, 2020