IRA Specialist jobs in Virginia

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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IRA Manager
  • United States Senate Federal Credit Union
  • Alexandria, VA FULL_TIME
  • Job Description

    Mission:

    In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.

    Culture Competencies: S.T.R.I.V.E

    • Maintains our members' and employees' trust by safeguarding their financial data and information.
    • Values and respects everyone's abilities, opinions, and feedback to achieve trust, safety, and well-being in a friendly, welcoming, and cooperative environment. Actively devoted to our motto of "better together".
    • Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.
    • Generates new ideas, supports change, provides new efficient solutions, and solves problems creatively while balancing risk.

    General Summary

    The IRA manager role requires an advanced level of knowledge and understanding of banking concepts, rules, and regulations. The role carries the responsibility for transfer, distributions, rollovers, conversations, death claims, and closures in accordance with government regulations and Credit Union policies. The IRA Manager must maintain accurate and complete retirement records, perform annual account reviews, and ensure all regulatory reporting requirements are met. The IRA Manager has strong interpersonal skills and the ability to respond quickly and accurately to internal and external members.

    Major Duties & Responsibilities

    • Ensures all IRA functions including preparing transfers, distributions, rollover, conversations, death claims, and closures in accordance with established policies, procedures, and regulatory standards to maintain accurate IRA files and deceased member accounts.
    • Ensures compliance in the annual processing of all tax filings.
    • Assists and communicates with members about IRA and death claims to ensure members are aware of the account status and if further action is required.
    • Monitors risk controls related to financial transactions processed on member accounts.
    • Maintains up-to-date knowledge and required certifications for designation as a Certified IRA Specialist.
    • Reviews all required forms and documents related to IRA accounts and deceased member accounts and oversees corrections to ensure compliance and accurate reporting.
    • Maintains proficient knowledge of IRA regulations, policies and procedures, internal controls, and service delivery to assess, recommend, modify, write, and update policies as necessary.
    • Participates in all IRA related system upgrades, projects, and process improvements.
    • Clearly relays information to internal teams and conducts training related to processes and procedures. Presents information in an individual or group setting and solicits feedback from others.
    • Supports and effectively collaborates with other business units, vendors, and management to obtain and convey information.
    • Maintains knowledge of IRA process and procedures and serves as a subject matter expert for our internal teams.

    Experience and Skills

    Education: Bachelor's degree preferred or equivalent.

    Experience: Minimum 3 years' experience in banking, specifically in bank operations and 5 years of experience interpreting, processing, or administering IRAs. Certified IRA Specialist or other IRA certification preferred.

    Skills: Demonstrated Microsoft Office skills - (Word, Excel, Outlook, and PowerPoint) and the ability to operate standard office equipment. Research analysis and problem-solving skills. Organizational skills and detail oriented. Ability to manage time efficiently and effectively.

    Communication: Establishes and maintains effective communication with stakeholders using various forms of communication (verbal, written, presentation).

    Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency and enthusiasm.

    Member Focus: Uses active listening skills to gain understanding of the needs of others to build strong relationships (internal/external) and deliver member focused service.

    Supervisory: 2 years of managerial or progressively responsible experience.

    Equal Opportunity Employer/Veterans/Disabled

    An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.

     

  • 12 Days Ago

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Billing Specialist
  • Verdi Eye Specialist
  • Norfolk, VA FULL_TIME
  • Responsibilities:- Review and process medical billing claims- Verify accuracy of patient demographic and insurance information- Ensure compliance with coding and billing regulations- Resolve billing d...
  • 27 Days Ago

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Specialist, Medical Office
  • TruGreen - Lawn Specialist
  • Herndon, VA FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 20 Days Ago

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Specialist, Medical Training
  • TruGreen - Lawn Specialist
  • Herndon, VA FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 20 Days Ago

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Specialist, Medical Office
  • TruGreen - Lawn Specialist
  • Fairfax, VA FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 21 Days Ago

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Lawn Specialist - Earn $13-$22/Hour + Benefits
  • TruGreen - Lawn Specialist
  • Great Falls, VA FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists! Earn Up to $22.00 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A caree...
  • 1 Month Ago

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PKI Subject Matter Expert
  • Dunhill Professional Search & Government Solutions
  • Germantown, MD
  • PKI Subject Matter Expert *Full Time Telework *U.S. Citizenship Required Job Role and Duties: Enforces application secur...
  • 3/28/2024 12:00:00 AM

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Subject Matter Expert
  • HCL Technologies Ltd.
  • Fairfield, CT
  • Job Description (Posting). Job Description:Candidate needs familiarity with SAP ECC release 4.5 (prior to new GL) Senior...
  • 3/28/2024 12:00:00 AM

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Transportation Subject Matter Expert
  • Bowhead / UIC Technical Services
  • Aberdeen, MD
  • Overview At Bowhead, our employees have incredible opportunities to work with exciting military applications and equipm...
  • 3/28/2024 12:00:00 AM

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IRA Specialist - Beverly Hills, CA
  • Lion Cubs LLC
  • Beverly Hills, CA
  • Job Description Job Description IRA Specialist - Beverly Hills, CA Company Overview: Priority Gold is a leading financia...
  • 3/27/2024 12:00:00 AM

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S1000D Subject Matter Expert
  • Digitized Schematic Solutions LLC
  • Oklahoma City, OK
  • Job Summary: The Subject Matter Expert will support database administration of a TDSSe2 project. We are seeking a highly...
  • 3/27/2024 12:00:00 AM

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S1000D Subject Matter Expert
  • Digitized Schematic Solutions LLC
  • Haddock, GA
  • Job Summary: The Subject Matter Expert will support database administration of a TDSSe2 project. We are seeking a highly...
  • 3/27/2024 12:00:00 AM

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PKI Subject Matter Expert
  • Dunhill Professional Search
  • Germantown, MD
  • PKI Subject Matter Expert *Full Time Telework *U.S. Citizenship Required Job Role and Duties: Enforces application secur...
  • 3/26/2024 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...
  • 3/26/2024 12:00:00 AM

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$49,533 to $64,232

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