IRA Services Representative jobs in Iowa

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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IRA Specialist
  • Telco Triad Community Credit Union
  • Sioux, IA FULL_TIME
  • Telco Triad Community Credit Union is in need of an IRA Specialist to help in overseeing all of our Iowa branches. The IRA Specialist is responsible for the efficient daily IRA program operations including:

    • Administrates the Credit Union’s IRA program.
    • Responds to members’ inquiries regarding IRA Products and processes.
    • Oversees the processing of IRA transfers. rollovers and tax form submissions.
    • Reviews all IRA-related trainings to all employees.
    • Assists in all Member Services products and services.
    • Maintains IRA compliance for the Credit Union.

    The ideal candidate(s) will have: A high level of integrity and professionalism, three to five years of similar or related IRA experience and/or completion of specialized certification or licensing in the IRA field.


    Telco Triad Community Credit Union offers an excellent Benefits Package:

    • Pension & 401K Retirement Programs
    • Health, Dental, Vision and Life Insurance
    • 11 Paid Holidays
    • Vacation and Sick Time
    • Educational Grants

    Please send resume and cover letter to Markn@telcotriad.org.

  • 11 Days Ago

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Investments and IRA Coordinator
  • ASCENTRA CREDIT UNION
  • Bettendorf, IA OTHER
  • Job Details Job Location: Home Office - Bettendorf, IA Position Type: Full Time Education Level: High School Salary Range: $20.00 - $26.00 Hourly Travel Percentage: Negligible Job Shift: Day Job Categ...
  • 1 Month Ago

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Member Services Representative
  • Crunch Fitness
  • Urbandale, IA FULL_TIME
  • The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation! The MSR handles all preliminary guest questions and...
  • 18 Days Ago

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Wholesaler Services Support Representative
  • DXC Technology
  • UNKNOWN, IA FULL_TIME
  • Job Description: DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scal...
  • 18 Days Ago

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Casino Services Representative
  • Ameristar Casino Hotel Council Bluffs
  • Council, IA PART_TIME
  • WE’RE CHANGING ENTERTAINMENT. COME JOIN US. We’re always looking for talent that believes in having fun. At PENN Entertainment, you’ll get to be a part of an exciting industry, where the days and nigh...
  • 20 Days Ago

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Member Services Representative
  • Linn Area Credit Union
  • Rapids, IA FULL_TIME
  • Growth and success go hand-in-hand and we’d like to help you achieve that success! Are you ready to fulfill those goals? Time to put that plan into action and work at Linn Area Credit Union! Due to ou...
  • 3 Days Ago

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Customer Service Representative
  • Manpower
  • Chatsworth, CA
  • Our client, Aerospace Company, is seeking an Customer Service Rep to join their team. As a Customer Service Rep, you wil...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Pop-A-Shot
  • Peoria, IL
  • Customer Service Rep Description **2022 Customer Service Representative Job Description & Goals** **Job Description:** T...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • BRETT C WEBSTER
  • Sacramento, CA
  • Job Description Job Description Customer service representative and account manager, responsible for working with team t...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Community Choice Financial Family of Brands
  • Kansas City, MO
  • Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep>
  • Raven Ridge
  • Salem, NH
  • Raven Ridge - JobID: 100-136089500 [Customer Service Representative] As a Customer Service Representative at Raven Ridge...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • EPIMED International, Inc.
  • Dallas, TX
  • **Job Title** Customer Service Representative **Company** Epimed **Location** Dallas, TX **Industries** Medical Devices ...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • Stanley Black & Decker Inc.
  • **Customer Service Representative Danbury, CT** **Come Make the World With Us** It takes great people to 54,000+ profess...
  • 4/24/2024 12:00:00 AM

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Member Services Rep
  • Financial Additions, Inc.
  • Irving, TX
  • Financial Additions is assisting a leading healthcare provider in search of a Member Service Representative Position wil...
  • 4/22/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,051 to $46,295