What does an Individual Retirement Account Specialist Do?
The Individual Retirement Account Specialist maintains retirement records and is responsible for current and proper financial statements and reports. Develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Being an Individual Retirement Account Specialist may require a bachelor's degree. Utilizes database or system to process transactions and retrieve information. In addition, Individual Retirement Account Specialist typically reports to a supervisor or manager. Being an Indi ...vidual Retirement Account Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. Working as an Individual Retirement Account Specialist typically requires 0-2 years of related experience.More Show Less
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Join QNB Bank as a Full-Time Individual Retirement Account Specialist and immerse yourself in an exciting and dynamic banking environment right here in Quakertown, PA. In this role, you will play a pivotal part in supporting customers regarding their retirement accounts by ensuring they make informed decisions about their IRA and retirement account and associated transactions. Your empathetic approach and problem-solving skills will shine as you ...
Description. Mainstar Trust. offers custodial services for self-directed retirement accounts and we are currently seeking detail orientated and self-motivated candidates to join our growing team. This position is a full time position with the ability to work a hybrid schedule upon the successful completion of new hire training. Essential Duties/Responsibilities to be performed with or without accommodation. Maintains retirement records and is res...
Description. Mainstar Trust. offers custodial services for self-directed retirement accounts and we are currently seeking detail orientated and self-motivated candidates to join our growing team. This position is a full time position with the ability to work a hybrid schedule upon the successful completion of new hire training. Essential Duties/Responsibilities to be performed with or without accommodation. Maintains retirement records and is res...
