IRA Specialist jobs in Illinois

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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Administrative Assistant
  • IRA Club, LLC
  • Chicago, IL FULL_TIME
  • IRA Club is hiring an Administrative Assistant for our office in Chicago, ILIn 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

     

    ROLE

    • Answer and respond to incoming phone calls and emails—route them to the appropriate specialist as necessary.
    • Scan and process incoming mail.
    • Assist clients with general account troubleshooting: balance inquiries, account changes, and online access.
    • Participate in training, 1:1's, and company-wide meetings to expand your knowledge and collaborate with colleagues in other departments.


    ABOUT YOU

    • Excellent communication and ability to represent IRA Club professionally and accurately.
    • A passion for helping others. You demonstrate warmth, empathy, and care.
    • A genuine interest in learning and effectively supporting our collaborative team.
    • Critical thinking and creative problem-solving skills.
    • Record important notes and documentation to the client’s account file
    • Manage client inquiries with professionalism
    • Use available resources to solve problems effectively and escalate as appropriate.
    • Prioritize tasks and work responsibilities to achieve objectives
    • Commitment to enhancing the client experience and providing operational and administrative support to all
    • Special projects and tasks as assigned.


    BENEFITS

    • Company health and dental insurance.
    • Generous time off and paid holidays - increase after twelve months.
    • Pre-tax commuter benefits for the CTA and Metra.
    • Company retirement plan.
    • Snacks and drinks in the staff breakroom.
    • Team outings and lunches throughout the year.



    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.

  • 30 Days Ago

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IRA IOD GLRFTF
  • MAYVIN INC
  • Chicago, IL OTHER
  • Job Details Job Location: Chicago, IL Position Type: Full Time Education Level: 4 Year Degree Salary Range: $64,000.00 - $66,000.00 Salary Travel Percentage: None Job Shift: Day Job Category: Professi...
  • 17 Days Ago

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WAREHOUSE Inventory Specialist
  • Warehouse Inventory Specialist
  • University Park, IL FULL_TIME
  • Your Role: This position is responsible for limiting company product loss by recovering misplaced inventory and ensuring data is correct in the warehouse management system. Process & research returned...
  • 1 Month Ago

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Medical Assistant
  • South Chicago Orthopedic Specialist
  • Chicago, IL FULL_TIME
  • Benefits: 401(k) matching Bonus based on performance Health insurance Paid time off Job Summary We are seeking a Medical Assistant to join our team! This is a clinical position which also includes adm...
  • 1 Month Ago

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UI Developer
  • MCS Group | Your Specialist Recruitment Consultancy
  • Chicago, IL FULL_TIME
  • Are you interested in joining a Design Agency that prides themselves on creating alluring digital services and products for their customers? Our client is looking for a UI Developer that can help supp...
  • 1 Day Ago

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Asset Manager
  • ATARID Specialist Recruiters to the Property & Asset Management Industry
  • Chicago, IL FULL_TIME
  • ATARID has been retained to identify an Asset Manager by our client, a vertically integrated real estate investment firm specializing in commercial real estate assets: Title: Asset Manager – Experienc...
  • 1 Day Ago

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Subject Matter Expert
  • Bering Straits Native Corporation
  • Lexington, KY
  • Overview Visit our website at www.beringstraits.com to apply! SUMMARY Arcticom, LLC, a subsidiary of Bering Straits Nati...
  • 6/11/2024 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...
  • 6/11/2024 12:00:00 AM

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Subject Matter Expert
  • GovCIO
  • Montpelier, VT
  • **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
  • 6/9/2024 12:00:00 AM

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Subject Matter Expert
  • GovCIO
  • Tallahassee, FL
  • **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
  • 6/9/2024 12:00:00 AM

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Subject Matter Expert
  • GovCIO
  • Baton Rouge, LA
  • **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
  • 6/9/2024 12:00:00 AM

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Subject Matter Expert
  • GovCIO
  • Columbia, SC
  • **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
  • 6/9/2024 12:00:00 AM

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Subject Matter Expert
  • GovCIO
  • Dover, DE
  • **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
  • 6/9/2024 12:00:00 AM

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Deposit Operations IRA Specialist
  • Berkshire Bank
  • Pittsfield, MA
  • **Position** : Deposit Operations IRA Specialist **Location** : Pittsfield, MA **Division:** Bank Operations **Departmen...
  • 6/8/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$51,316 to $66,543

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