IRA Specialist jobs in Utah

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 Customer Service Representative
  • Hired by Matrix
  • South Jordan, UT CONTRACTOR
  • Do you want more than just another job? Are you ready to team up with an organization that values your contributions? Then Hired by Matrix is for you!

    Working with some of the US’ premier companies, we excel at connecting candidates with positive cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.

    Hired by Matrix has provided talent solutions to enhance organizations’ team capacities for over three decades. As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.

    At-a-Glance:
    Are you ready to build your career by joining a global financial institution?  If so, our client is hiring an IRA Customer Service Representative!

    What You’ll Do:
    • Handle incoming phone calls from Financial Advisors and Associates regarding all IRA and qualified plan inquiries within book-of-business; and provide guidance regarding the IRS rules and regulations.
    • Establish and maintain effective relationships to deliver world class service to Financial Advisors.
    • Assist in special projects periodically throughout the year as IRS regulations change.
    • Utilize various internal and external resources and tools to provide information and resolve issues.
    • Follow established procedures to process written requests, route processing requests to the appropriate processing teams, and to escalate processing inquiries when needed. 
    What You Bring:
    • Basic IRA knowledge or 3 years of relevant work experience.
    • Quick learner; strong analytical and problem-solving skills.
    • Customer service background required.
    • Detail oriented.
    • Excellent written and verbal communication skills.
    • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
    Position Type:  Contract

    Get in Touch:
    We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Nidhi at 718-540-9668 to learn more.

    Who We Are:
    Since 1986, Hired by Matrix, Inc. has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.

    Connect with us on LinkedIn today and learn more about how HbM can change your career: https://www.linkedin.com/company/hired-by-matrix-inc/

    Check out our Career Center: https://www.hiredbymatrix.com/find-work/open-positions/
  • 9 Days Ago

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Automotive Painter
  • Independent Rebuild Specialist
  • Utah, UT FULL_TIME
  • Full job description Automotive Painter Job Description Independent Rebuild Specialist has been in business for 25 years and counting. We specialize in remanufacturing Caterpillar diesel engines. We a...
  • Just Posted

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Telecommunications Tower Technician Green Hand
  • Larson Tower Specialist
  • Riverton, UT FULL_TIME
  • Benefits: SIRA matching Bonus based on performance Company parties Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Profit sharing Trai...
  • 8 Days Ago

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Specialist
  • National Experienced Workforce Solutions
  • North, UT FULL_TIME
  • Range Specialist ID : AUT-007 AUT-007 Location : North Logan North Logan Program : Wage / Hr : Wage / Hr : $32.00 $32.00 Hours / Week : Minimum Age : Minimum Age : s Natural Resources Conservation Ser...
  • 21 Days Ago

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Specialist
  • Sorenson Communications
  • Salt Lake, UT FULL_TIME
  • This position will be a hybrid onsite position. Job Summary Assign & remove local -digit telephone numbers to customers when appropriate. Identify numbers who are porting away to a different provider,...
  • 23 Days Ago

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Specialist
  • Mountain Alarm Fire & Security
  • Ogden, UT FULL_TIME
  • Come help us protect lives! Fire Protection Service Corporation is a team dedicated to providing life safety products and services to our customers. We are a team of eagles. Our mission statement is I...
  • 24 Days Ago

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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

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$47,151 to $61,144

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