What are the responsibilities and job description for the IRA Specialist position at Calculated Hire?
IRA Specialist
Naperville, IL or Brookfield, WI
Responsibilities :
- Verify IRA documentation with follow up for missing or incomplete forms.
- Provide tier II phone support to the banker for escalated IRA transactions which includes beneficiary IRA processing
- Ensure IRA transactions have been processed correctly for accurate IRS government reporting
- Fulfill routine and occasionally non-routine transactions, internal business partner and / or external customer inquiries / requests, and / or audit / reconciliation activities efficiently and effectively in accordance with Bank and industry standards, focusing on up to a one-month time horizon
- Follow procedures to resolve standard and relatively straightforward internal business partner and / or external customer inquiries / requests and issues, referring non-routine issues to more senior team members and / or manager
- Record and verify data for fulfillment and / or further handling
Requirements :
