IRA Specialist jobs in Iowa

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
  • 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.

  • 9 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...
  • 7 Days Ago

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Faculty Recruiter - HR Specialist
  • HR Specialist - Jobs@UIOWA Careers
  • Iowa, IA FULL_TIME
  • The Faculty Recruiter will be responsible for developing recruitment marketing plans and will manage the full recruitment cycle. They will partner with the hiring manager/executive to establish positi...
  • 3 Days Ago

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Neurology Clinic - Clinic Services Specialist
  • Clinic Services Specialist - Jobs@UIOWA Careers
  • Iowa, IA FULL_TIME
  • The University of Iowa Hospitals and Clinics department of Neurology is seeking a Clinical Services Specialist to provide daily administrative, clinical, and operational support to the Neurology Ambul...
  • 23 Days Ago

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Neurosurgery Clinic - Clinic Services Specialist
  • Clinic Services Specialist - Jobs@UIOWA Careers
  • Iowa, IA FULL_TIME
  • The University of Iowa Department of Neurosurgery is seeking a Clinic Services Specialist to provide efficient and effective clinical operational support to the Neurosurgery Ambulatory Clinic at UIHC....
  • Just Posted

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Gift Card Merchandiser (PT)
  • Apollo Retail Specialist
  • Des Moines, IA PART_TIME
  • Gift Card Merchandiser (Supplemental)As a Part Time Territory Merchandiser, you will “own” a geographic territory to ensure products and displays are visually appealing to attract and engage shoppers,...
  • Just Posted

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PKI Subject Matter Expert
  • Dunhill Professional Search & Government Solutions
  • Germantown, MD
  • PKI Subject Matter Expert *Full Time Telework *U.S. Citizenship Required Job Role and Duties: Enforces application secur...
  • 3/28/2024 12:00:00 AM

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Subject Matter Expert
  • HCL Technologies Ltd.
  • Fairfield, CT
  • Job Description (Posting). Job Description:Candidate needs familiarity with SAP ECC release 4.5 (prior to new GL) Senior...
  • 3/28/2024 12:00:00 AM

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Transportation Subject Matter Expert
  • Bowhead / UIC Technical Services
  • Aberdeen, MD
  • Overview At Bowhead, our employees have incredible opportunities to work with exciting military applications and equipm...
  • 3/28/2024 12:00:00 AM

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IRA Specialist - Beverly Hills, CA
  • Lion Cubs LLC
  • Beverly Hills, CA
  • Job Description Job Description IRA Specialist - Beverly Hills, CA Company Overview: Priority Gold is a leading financia...
  • 3/27/2024 12:00:00 AM

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S1000D Subject Matter Expert
  • Digitized Schematic Solutions LLC
  • Oklahoma City, OK
  • Job Summary: The Subject Matter Expert will support database administration of a TDSSe2 project. We are seeking a highly...
  • 3/27/2024 12:00:00 AM

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S1000D Subject Matter Expert
  • Digitized Schematic Solutions LLC
  • Haddock, GA
  • Job Summary: The Subject Matter Expert will support database administration of a TDSSe2 project. We are seeking a highly...
  • 3/27/2024 12:00:00 AM

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PKI Subject Matter Expert
  • Dunhill Professional Search
  • Germantown, MD
  • PKI Subject Matter Expert *Full Time Telework *U.S. Citizenship Required Job Role and Duties: Enforces application secur...
  • 3/26/2024 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...
  • 3/26/2024 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 Specialist jobs
$47,689 to $61,841

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