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)
IRA Club is hiring an Administrative Assistant for our office in Chicago, IL. In this position, you will join a team of professionals responsible for ensuring every client interaction is a five-star experience. You'll combine a passion for service and problem-solving to help keep daily operations running smoothly.
Position: Receptionist
Schedule: Monday - Thursday 9:00 AM - 4:30 PM; Friday 9:00 AM - 3:30 PM
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ABOUT YOU
BENEFITS
IRA Club is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.