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)
Recently Added IRA Specialist jobs
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 everyones 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.
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.
Education: Bachelors 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.
Keyword: IRA Manager - 6 Days Ago
Veterinary Assistant Cardiology
- CVCA Vienna - Cardiology Specialist
-
Vienna, VA
FULL_TIME
- Overview Veterinary Assistants play an integral role in the care of the patients, clients, and referring veterinarians of CVCA. Veterinary assistants work directly with the cardiologist to provide med...
- 3 Days Ago
Medical Assistant
- Specialist Office Services Limited
-
Vienna, VA
FULL_TIME
- Job DescriptionMedical AssistantVienna, VAMUST:1 plus years of Medical Assistant ExperienceMust have current hands on clinical experienceMust have strong verbal and written communication skillsMust be...
- 3 Days Ago
Canvassing Trainee Hourly Plus Commission
- Home Specialist MV LLC
-
Huntington, VA
FULL_TIME
- Canvassing Trainee $50-75K Per Year Plus - NO SELLING Schedule Free window, door estimates and presentations with homeowners, once trained start managing other reps.CANVASSING TRAINEE POSITION:Lucrati...
- 4 Days Ago
Radiology Technician
- Specialist Office Services Limited
-
Fairfax, VA
FULL_TIME
- Job DescriptionRadiology Technician Fairfax, Virginia MUST:Experienced X- Ray Technician1 years of Radiology Technologist experience preferredMust have a current Virginia Radiologic Technologist Licen...
- 4 Days Ago
Medical Assistant
- Ntl Bariatric Surg Specialist
-
Reston, VA
FULL_TIME
- Introduction Do you want to join an organization that invests in you as a(an) Medical Assistant? At Ntl Bariatric Surg Specialist, you come first. HCA Healthcare has committed up to $300 million in pr...
- 5 Days Ago
IRA Specialist jobs at Popular Companies
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
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
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
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
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
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
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
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
About Virginia
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
$50,312 to $65,242
Most Popular Cities in Virginia 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