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)
Organization: Michigan Schools and Government CU
Date Posted: February 22, 2024
Region: Southeast Michigan
Location of Position: Clinton Township, MI
Position Level: Entry
Overview of Responsibilities: Administers MSGCU’s IRA program and maintains MSGCU’s IRA portfolio and process in compliance with applicable regulations, oversees deceased member account process, and assists members and team members with questions and service requests in these areas.