IRA Specialist jobs in Ohio
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)
Recently Added IRA Specialist jobs
IRA Specialist
- General Electric Credit Union
-
Cincinnati, OH
FULL_TIME
-
IRA SpecialistGeneral Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.
At GECU, we want to support your wellbeing by offering a wide range of benefits:
- Health, Dental and Vision insurance
- Life and Disability insurance options
- Paid Time Off starts accruing once hired and take your birthday off - paid
- 401k Retirement plan with up to a 10% match of your base gross compensation
- Tuition reimbursement opportunities & professional development
- Volunteer opportunities -and earn additional PTO hours!
- On-site clinics for Vaccines and Mammograms
And many more!
Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives!
Overview:The role of an IRA Specialist is to support all areas within the credit union completing back-office functions listed below for Individual Retirement Accounts (IRA) including Traditional, Roth & SEPs and Health Savings Accounts (HSA) in DNA (core) and Ascensus.Essential Responsibilities:- Maintain an awareness of changes in IRA/HSA regulations
- Maintain the responsibility for educating team members in retirement accounts
- Ensure that all critical functions related to IRA/HSA are processed in adherence to internal policies, procedures, regulatory requirements
- Disseminates information to management and employees regarding compliance or issues related to IRA/HSA accounts.
- Build and maintain internal relationships throughout the Credit Union by providing exceptional member service, models excellent internal and external member service
- Verify IRA/HSA forms submitted by team members
- Identify and resolve problems in a timely manner
- Assist management with audits, risk assessments, policies, procedures, and processes
- Review and archive deceased account record and communicate with team members involved
- Monitor and review reports, complete service requests and perform routine account/member maintenance
- Complete assigned training sessions/courses
- Perform other duties as assigned
Education and Experience:- High school diploma or GED required
- 2 or more years of credit union or banking experience which includes knowledge of Individual Retirement Account (IRA) expertise required
Knowledge, Skills, and Abilities:- Must understand and comply with all required federal and state regulations associated with this position
- Must be able to speak and understand fluent English
General Electric Credit Union is an Equal Opportunity Employer - 6 Days Ago
Medical Receptionist
- Eye Specialist
-
Portsmouth, OH
FULL_TIME
- We are looking for a friendly, dependable front desk receptionist for our office. This is a full time position, and we would need someone with open availability. Candidate would be required to travel ...
- 9 Days Ago
IRA Supervisor 2nd Shift
- 1-800-FLOWERS FAMILY OF BRANDS
-
Hebron, OH
FULL_TIME
- Summary: The IRA Supervisor is a liaison for the inventory department to the other business partners at the site. This position must handle multiple assignments in a fast-paced environment with freque...
- Just Posted
IRA Cycle Counter II
- 1-800-FLOWERS FAMILY OF BRANDS
-
Hebron, OH
FULL_TIME
- This position, is responsible for cycle counting components and finished goods inventory, ground and elevated levels in the warehouse, shipping and production areas. This function serves as both a mea...
- 24 Days Ago
1st Shift IRA Cycle Counter II
- Harry & David
-
Hebron, OH
TEMPORARY,FULL_TIME
- Job description 7am-3:30pm M-F with expected overtime during peak. Routinely cycle count inventory by following Warehouse Management System (WMS) directions. Safely handle materials in and out of fixe...
- 23 Days Ago
Nurse Practitioner
- Ankle and Foot Specialist Marion Inc
-
Marion, OH
FULL_TIME
- Ankle and Foot Specialists of Marion is seeking a NP to add to our growing practice! This provider will participate in all aspects of patient care as indicated and perform the duties described below. ...
- 2 Months Ago
IRA Specialist jobs at Popular Companies
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...
- 6/1/2024 12:00:00 AM
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...
- 5/31/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Albany, NY
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 5/30/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Montpelier, VT
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 5/30/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Tallahassee, FL
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 5/30/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Baton Rouge, LA
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 5/30/2024 12:00:00 AM
Deposit Operations IRA Specialist
- Berkshire Bank
-
Pittsfield, MA
- **Position** : Deposit Operations IRA Specialist **Location** : Pittsfield, MA **Division:** Bank Operations **Departmen...
- 5/29/2024 12:00:00 AM
Subject Matter Expert
- Bering Straits Native Corporation (BSNC)
-
Lexington, KY
- Overview: Visit our website at www.beringstraits.com to apply! SUMMARY Arcticom, LLC, a subsidiary of Bering Straits Nat...
- 5/29/2024 12:00:00 AM
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,951 to $63,479
Most Popular Cities in Ohio for IRA Specialist Jobs
What does an IRA Specialist do?
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