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)
As an IRA/HSA Specialist, your day will be filled with opportunities to support the bank in all aspects of IRA’s and Health Savings Accounts including the implementation and servicing of the accounts. Experience working in Deposit Operations or Retail Banking are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate’s skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Job Requirements
The successful candidate will have the following qualifications:
Basic knowledge of IRAs and Health Savings Accounts, be familiar with bank term products, procedures and processes, need to be able to multi-task and stay focused.
Proven ability to interact well with clients and internal bank personnel
Benefits
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.