IRA Specialist jobs in Ohio
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)
Recently Added IRA Specialist jobs
Membership and IRA Specialist
- Cinfed Credit Union
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Cincinnati, OH
FULL_TIME
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At Cinfed Credit Union, we pride ourselves on being a member-first organization. As an employee, you’re a member too!Our passion, which drives everything we do, is helping our community and those who live in it. We’ve worked hard to create a work environment that is a community of its own and full of people who truly care for one another and want to see each other succeed.Our mission is to be the first choice in financial solutions, because we care about our members' success. We believe that what we do has an impact on our members' lives, and we are here to help them reach their financial goals.Cinfed is searching for a Membership and IRA Specialist based in Cincinnati, OH at the Oakley Headquarters.In this position, you will be responsible for:
- Implementation of effective Credit Union membership / IRA policies, procedures, and planning.
- The effective and efficient monitoring and review of Credit Union membership / IRA functions.
- Training, support, and compliance of procedures for Credit Union membership / IRA functions.
- Ensuring that professional business relations exist with members, vendors, and trade professionals.
- Establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
Ideal Candidate:- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
- Strong decision-making skills and aptitude for detailed work
- Good project management skills
- Well organized
- Able to meet deadlines
Required Experience:- A high school education or equivalent education is required
- Must have a thorough knowledge of Credit Union membership and IRA policies as well as knowledge of other Credit Union products and services and applicable policies and standards
- At least one year to three years of similar or related experience
What we have to offer:- Named a Cincinnati Top Workplace for 6 consecutive years; work in an environment where your co-workers really do love their jobs!
- 30 days of paid training
- Generous 401K match up to 6%
- PTO up to 11 paid holidays
- Opportunities for advancement- we prioritize promoting from within
- Health, Vision, and Dental insurance available
- Tuition reimbursement
- A starting rate of $17.50-$22.00 per hour quarterly incentive based on performance
Pre-employment background (credit, criminal, and drug) check required.An Equal Opportunity – Affirmative Action Employer M/F, including disability/vets - 1 Month Ago
Medical Receptionist
- Eye Specialist
-
Portsmouth, OH
FULL_TIME
- We are looking for a friendly, dependable front desk receptionist for our office. This is a full time position, and we would need someone with open availability. Candidate would be required to travel ...
- 1 Month Ago
Power Generation Field Service Tech
- Generator Specialist, Inc
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North Lima, OH
FULL_TIME
- Power Generation Field Service Technician Description Technical specialist and primary customer support contact to diagnose and execute complex repairs on generators and components at the customer’s s...
- Just Posted
Cosmetic Merchandiser
- Apollo Retail Specialist
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Akron, OH
PART_TIME
- As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and engage shoppers, build strong relationships with...
- 3 Days Ago
Nurse Practitioner
- Ankle and Foot Specialist Marion Inc
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Marion, OH
FULL_TIME
- Ankle and Foot Specialists of Marion is seeking a NP to add to our growing practice! This provider will participate in all aspects of patient care as indicated and perform the duties described below. ...
- 18 Days Ago
Specialist
- University Hospitals
-
Avon, OH
FULL_TIME
- Description A Fitness Specialist provides health and fitness service by initiating fitness assessments, exercise and equipment orientation, while promoting fitness center programs and services. Conduc...
- 30 Days Ago
IRA Specialist jobs at Popular Companies
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
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
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
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
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
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
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
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
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,833 to $63,332
Most Popular Cities in Ohio for IRA Specialist Jobs
What does an IRA Specialist do?
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