What are the responsibilities and job description for the Senior IRA Operations Specialist position at Calculated Hire?
Job Overview
Calculated Hire is seeking a highly skilled IRA Specialist to join our team. As an IRA Specialist, you will play a crucial role in ensuring the accurate processing of IRA transactions and providing exceptional customer service.
Key Responsibilities
- Verify IRA documentation and follow up on missing or incomplete forms.
- Provide tier II phone support for escalated IRA transactions, including beneficiary IRA processing.
- Ensure accurate IRS government reporting by verifying IRA transactions.
- Fulfill routine and non-routine transactions, internal business partner inquiries, and external customer requests efficiently.
- Follow procedures to resolve standard and non-routine issues, referring complex matters to senior team members and/or manager.
- Record and verify data for fulfillment and further handling.
Requirements
- Associate's or bachelor's degree or relevant professional experience.
- Proficiency in Microsoft Office Suite.
- 1-2 years of IRA processing experience.
