What are the responsibilities and job description for the IRA Specialist position at The Glenview Trust Company?
THE GLENVIEW TRUST COMPANY
IRA SPECIALIST
about our opportunity
Detail-oriented and organized IRA Specialist to support our Individual Retirement Account (IRA) operations. This role will serve as the primary point of contact IRA checks, manage incoming mail, and assist with contributions, distributions, and gift research. The ideal candidate will have effective communication skills, attention to detail and ability to work efficiently and independently as well as supporting the IRA Team.
ORGANIZATIONAL RELATIONSHIPS
Reports to: Retirement Principal Supervises:
This position has no supervisory responsibilities.
KEY RESPONSIBILITIES
- Serve as the primary point of contact for IRA checks, ensuring proper processing and documentation.
- Open and sort all IRA-related mail, directing items to the appropriate department or personnel.
- Assist with IRA contributions by verifying documentation, processing transactions, and maintaining accurate records.
- Supporting IRA distributions, ensuring compliance with regulations and internal policies.
- Conduct research on IRA-related gifts, including verifying donor information and tracking contributions.
- Update and maintain IRA forms, ensuring accuracy and compliance with current policies.
- Provide administrative support to the IRA team, including data entry, recordkeeping and responding to internal inquiries.
- Perform other duties as assigned by manager that are consistent with the basic requirements of the position.
MENTAL AND PHYSICAL REQUIREMENTS
- Ability to maintain a high level of concentration with frequent time pressures and constant interruptions.
- Ability to track and maintain detailed information with frequent changes and updates.
- Ability to sit for extended periods of time.
- Ability to maintain sustained visual attention for considerable periods of time.
QUALIFICATIONS
- A minimum of two years of IRA knowledge is required.
- Experience in Trust, banking, or administrative support preferred.
- Strong attention to detail and organizational skills.
- Ability to manage sensitive information with confidentiality.
- Proficiency in Microsoft Office Suite and database management.
Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law.