IRA Specialist jobs in Georgia

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)

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IRA Specialist
  • Delta Community Credit Union
  • Atlanta, GA FULL_TIME
  • Position
    IRA Specialist
    Job Code-8126
    req5077
    Delta Community Credit Union Administrative Office - Riverwood 200
    Full Time


    Job Description

    Delta Community is the largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position.


    The IRA Specialist I performs basic transactions and file maintenance, such as opening IRA/HSA/Coverdell ESA accounts, performing contributions, distributions, transfers, rollovers, and conversions. This position monitors the departmental ACD line, fax, mail, and email and assists branch delivery staff with IRA inquiries.

    Practices safety-conscious behaviors in all operational processes and procedures.

    Essential Functions:
    • Respond to phone and online inquiries from members for guidance and direction on all credit union deposit IRAs
    • Learn and communicate the complex rules regarding IRA accounts and possess the knowledge to open and maintain these accounts in accordance with IRS guidelines
    • Perform routine maintenance on existing accounts (including adding and removing beneficiaries, calculating and verifying RMDs, and conversions)
    • Monitor IRA and HSA Pending files in AX
    • Prep daily work for scan
    • Complete research requests and special projects as assigned

    Other
    • This description reflects management’s assignment of essential functions, it does not prescribe
    or restrict the tasks that may be assigned. This job description is subject to change at any time.

    .

    Job Qualifications


    Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

    Required Minimum Qualifications:
    • High school diploma or equivalent
    • Certified IRA Professional (CIP) designation- Must obtain within 18 months of start date
    • Working knowledge of MS Excel and MS Word
    • Strong research and problem solving skills
    • Ability to perform well under pressure and handle multiple priorities
    • Willing to travel to Atlanta-area branches
    • Willing to work evenings and weekends as needed
    • Must be able to lift 50 pounds
    • Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

    Preferred Qualifications:
    • Bachelor’s Degree in business or related field
    • 1 years’ financial institution experience
    • Working knowledge of Symitar
    • Prior experience administering IRAs/HSAs and/or Trust Accounts
    • Demonstrated sales skills aptitude


    Employee benefits include:
    • Medical, Dental and Vision Coverage
    • Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
    • Supplemental Insurance or Voluntary Insurance
    • 401(k) Plan with Company Match
    • Vacation, Holidays and Personal Time Off
    • Paid Maternity and Paternity Leave
    • Pre-tax Health and Dependent Care Spending Accounts
    • Benefit Choice Program
    • Health Reward Dollars
    • Discount on Gym Reimbursement and Identity Theft Programs
    • Legal Services

  • 1 Month Ago

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Outside Sales Representative
  • Advanta IRA
  • Atlanta, GA FULL_TIME
  • POSITION BACKGROUND Advanta IRA’s objective is to continue to grow the business by adding new clients, new referral sources, and new business partners. This can be achieved by delivering exceptional c...
  • Just Posted

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Remote - Enrollment Specialist
  • Enrollment Specialist - CareHarmony
  • Atlanta, GA FULL_TIME
  • CareHarmony is a venture-backed start-up; formed to help physicians thrive in the new era of value-based care by combining the latest advancements in population health technology with 24/7 care coordi...
  • 8 Days Ago

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Laser Operator
  • Spare Parts Specialist, Inc
  • Tyrone, GA FULL_TIME
  • Salary Range: $17-$20/Hour Functional Role: To safely and efficiently operate the Laser/Fabrication equipment. Minimum Requirements: High school diploma or GED One year experience operation of Laser, ...
  • 22 Days Ago

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Medical Assistant - Douglasville, GA
  • Southeast Dermatology Specialist
  • Douglasville, GA FULL_TIME
  • The Medical Assistant is responsible for providing medical assistance to dermatology physician, including rooming patients, updating all components of the patient’s medical history, documenting reason...
  • Just Posted

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Technical Sales Machine Shop
  • Spare Parts Specialist, Inc
  • Tyrone, GA FULL_TIME
  • Technical Sales Machine Shop Salary Range: $65,000-$85,000 SPS Manufacturing www.spsmfg.com a is a medium-scale, full-service machining & fabrication shop located in Tyrone, GA. We proudly build long-...
  • 1 Day Ago

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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...
  • 4/26/2024 12:00:00 AM

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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...
  • 4/26/2024 12:00:00 AM

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Subject Matter Expert Technical Specialist
  • Peraton
  • Chantilly, VA
  • Responsibilities: Peraton is seeking a Subject Matter Expert Technical Specialist to join our team of qualified and dive...
  • 4/26/2024 12:00:00 AM

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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...
  • 4/26/2024 12:00:00 AM

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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

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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

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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

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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

Georgia is a state in the Southeastern United States.Beginning from the Atlantic Ocean, the state's eastern border with South Carolina runs up the Savannah River, northwest to its origin at the confluence of the Tugaloo and Seneca Rivers. It then continues up the Tugaloo (originally Tugalo) and into the Chattooga River, its most significant tributary. These bounds were decided in the 1797 Treaty of Beaufort, and tested in the U.S. Supreme Court in the two Georgia v. South Carolina cases in 1923 and 1989. The border then takes a sharp turn around the tip of Rabun County, at latitude 35°N, thou...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,284 to $62,620

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