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