IRA Services Representative, Sr. jobs in Iowa

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (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.

  • 3 Days Ago

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Sr Courier / Sr Service Representative
  • Labcorp
  • Urbandale, IA FULL_TIME
  • At Labcorp we have a passion in helping people live happy and healthy lives. Every day we provide vital information that helps our clients and patients understand their health. If you are passionate a...
  • 5 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...
  • 29 Days Ago

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Sr. Admission Representative/ Admission Representative
  • Loras College
  • Dubuque, IA FULL_TIME
  • Loras College is an equal opportunity employer committed to creating an educational and work environment that is inclusive, rich in diversity, and supportive of all students, faculty and staff. Indivi...
  • 15 Days Ago

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Sr. Spclst-Community Advocate
  • Windstream Services, LLC
  • Newton, IA FULL_TIME
  • About the Role: As a Community Advocate at Kinetic, you'll be the heartbeat of our brand within local communities, tasked with fostering a robust connection and reinforcing our presence as a trusted s...
  • 3 Days Ago

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Sr Project Manager
  • Athene Employee Services, LLC
  • Des Moines, IA FULL_TIME
  • We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of i...
  • 2 Months Ago

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Customer Service Rep
  • LoanMax Title Loans
  • Kansas City, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/18/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Picayune, MS
  • LoanMax Title Loans - Customer Service Representative - Floater (entry level) **We are currently hiring a floater to wor...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Topeka, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Jackson, MS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Coffeyville, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Concord, NH
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/14/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Liberal, KS
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 4/14/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • Shawnee, KS
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 4/14/2024 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, Sr. jobs
$45,163 to $52,713

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020