IRA Specialist jobs in California
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 Transfer Specialist
- The Hartford Gold Group
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Los Angeles, CA
FULL_TIME
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Join the American Hartford Gold team as an IRA Specialist! In this role, you will play a pivotal part in our mission to provide alternative wealth solutions to clients nationwide. We offer a dynamic and fun team environment where collaboration and camaraderie thrive. If you're a motivated individual with excellent communication skills, we invite you to apply and be part of our exciting team!Key Responsibilities:
- Preparation of IRA documents with precision and accuracy.
- Effective communication with clients, financial institutions, processing department members, and the sales team.
- Collaborating with internal teams to ensure seamless operations.
- Providing excellent customer service to address client inquiries and concerns.
Requirements:- Nice to have: Previous experience with IRA’s and a solid understanding of IRA process.
- Excellent written and oral communication skills.
- Strong phone skills to interact effectively with clients and team members.
- Basic knowledge of Microsoft Word and Excel for document preparation and data management.
Join us at American Hartford Gold, where your skills and enthusiasm will contribute to our vibrant workplace. Apply now to become a valued member of our Customer Service team. - 29 Days Ago
Automations & Controls Engineer-Specialist
- Specialist - Tetra Tech Careers
-
San Diego, CA
FULL_TIME
- Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
- 16 Days Ago
Auto Parts Specialist
- Auto Specialist Warehouse
-
Vista, CA
FULL_TIME
- ASW Auto Parts is in need of a knowledgeable hard working Counter Sales Person Must have at least 5 years experience as an auto parts counter person ASW is a well established auto parts wholesaler wit...
- 10 Days Ago
ERP Business Analyst - IT Systems Specialist
- IT Systems Specialist - Knowhirematch
-
Los Angeles, CA
FULL_TIME
- Title: ERP Business Analyst - IT Systems SpecialistCompany Overview:Join an innovative IT organization committed to enhancing business applications and driving process improvements. Our team specializ...
- 20 Days Ago
Side Hustle Expert - Social Media Specialist
- Social Media Specialist - Fud
-
Irvine, CA
OTHER
- We are a growing start-up company looking for a talented and experienced Side Hustle Expert - Social Media Specialist to join our community. As a Side Hustle Expert, you will be responsible for provid...
- 10 Days Ago
Instrumentation - Automation Specialist
- Automation Specialist - Tetra Tech Careers
-
Pasadena, CA
FULL_TIME
- Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
- 16 Days Ago
IRA Specialist jobs at Popular Companies
Subject Matter Expert
- Vtg
-
Washington, DC
- OverviewVTG is seeking aSubject Matter Expert(SME) to provide technical, program management, and analytical support to P...
- 4/24/2024 12:00:00 AM
Electrical Subject Matter Expert
- Meta
-
Newton, GA
- Meta is seeking a data center Electrical Subject Matter Expert (SME) to join our Data Center Facility Operations team. O...
- 4/24/2024 12:00:00 AM
Acquisition Subject Matter Expert
- Kepler Research, Inc.
-
Woodbridge, VA
- Acquisition and Program Management Subject Matter Expert supporting the Missile Defense Agency (MDA), Director of Acquis...
- 4/23/2024 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...
- 4/22/2024 12:00:00 AM
Electrical Subject Matter Expert
- Meta
-
Kuna, ID
- Meta is seeking a data center Electrical Subject Matter Expert (SME) to join our Data Center Facility Operations team. O...
- 4/22/2024 12:00:00 AM
Subject Matter Expert
- THR Partners
-
Houston, TX
- Job Description Job Description This person will be an experienced engineer with sound understanding of HVAC systems tes...
- 4/21/2024 12:00:00 AM
Polymer Specialist/Subject Matter Expert
- Generis Tek, Inc.
-
Minneapolis, MN
- Please Contact : To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Rohan Salve at emai...
- 4/21/2024 12:00:00 AM
Acquisition Subject Matter Expert
- Kepler Research Inc.
-
Woodbridge, VA
- Acquisition and Program Management Subject Matter Expert supporting the Missile Defense Agency (MDA), Director of Acquis...
- 4/21/2024 12:00:00 AM
About California
California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$55,075 to $71,427
Most Popular Cities in California 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