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IRA Specialist

Calculated Hire
Brookfield, WI Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 5/23/2025

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 :

  • Associate / bachelor’s degree or relevant professional experience
  • Microsoft Office Suite
  • 1-2 years IRA Processing experience
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