IRA Specialist jobs in California
IRA Specialist develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Being an IRA Specialist utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Additionally, IRA Specialist typically reports to a supervisor or manager. The IRA Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. To be an IRA Specialist typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added IRA Specialist jobs
IRA Assistant
- Birch Gold Group
-
Burbank, CA
FULL_TIME
-
Department: IRA
Employment Type: Full Time
Location: Remote
Compensation: $20.00 - $25.00 / hour
Description
IRA Assistant develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports.
Key Responsibilities- Receive and process IRA work received through various channels including US mail, Fax, in support of the Brokers
- Perform follow-up actions on transactions submitted through the Brokers with the objective of completing the appropriate transactions and ensuring the proper paperwork is received/executed as per IRS regulations and department policies and procedures
- Properly document actions taken on requests and if necessary communicate any issues to the Broker following department guidelines
- Communicate with customers via phone and or email if required to verify instructions or confirm transactions
- Review all work items for accuracy and compliance with department guidelines and IRS rules and regulations
- Demonstrate understanding of the systems and training documentation supporting IRA transactions
- Process IRA account changes received through all channe
- Review and process requests for IRA Beneficiary Changes received through all channels
- Complete Transaction Logs as per department guidelines
- Receive and prepare IRA documents received through the IRA Service Center and from Call Center Representatives for mailing to customers complete document Logs as per department guidelines
- Receive, audit or distribute IRA documents and signature cards returned through the US mail and interoffice
- May be asked to follow up on outstanding requests
- May be asked to order duplicate 1099R's and 5498 reports for customers
Communications - Exhibit good listening and comprehension. Express ideas and thoughts in written form. Express ideas and thoughts verbally. Keep others adequately informed. Select and use appropriate communication methods.
Dependability - Commit to doing the best job possible. Follow instruction. Keep commitments. Meet attendance and punctuality guidelines. Respond to requests for service and assistance. Take responsibility for own actions.
Planning & Organization - Integrate changes smoothly. Plan for additional resources. Prioritize and plan work activities. Set goals and objectives. Use time efficiently. Work in an organized manner.
Quality - Foster quality focus in others. Improve processes. Measure key outcomes. Set clear quality requirements. Solicit and apply customer feedback.
Use of Technology - Adapt to new technologies. Demonstrate required skills. Keep technical skills up to date. Troubleshoot technological problems. Use technology to increase productivity.
Work Environment - The working conditions of this position include working in a remote fashion and autonomous environment. The environment must be free of distractions and provide a space to conduct business in a confidential manner. Able to work autonomously as well as collaboratively with team in a remote environment.
Initiative - Asks for help when needed. Looks for and takes advantage of opportunities. Seeks increased responsibilities. Takes independent actions and calculated risks. Undertakes self-development activities. Volunteers readily
Benefits
Medical, Dental, Vision, 401k
Vacation: 2 weeks, up to 3
Paid Holidays
Opportunity for Commission
Work From Home - 5 Days Ago
RV Technician
- RV Specialist
-
Santa Rosa, CA
PART_TIME
- We are looking to hire an RV Technician or like experience. We are an established RV repair and service company looking to hire qualified candidates. Must have experience working on repairing Recreati...
- 16 Days Ago
Logistics Specialist
- Technology Support Specialist
-
Santa Ana, CA
CONTRACTOR
- Top 3 must haves:1. Basic Industry knowledge2. Detail oriented3. Excel/data analytic skills, Bachelors or equivalent degree of experience1-3 years of experience Fully on-site: Mon-Fri 8:00 am to 5:00 ...
- 9 Days Ago
Automations & Controls Engineer-Specialist
- Specialist - Tetra Tech Careers
-
San Diego, CA
FULL_TIME
- Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
- 3 Days Ago
Automations & Controls Engineer-Specialist
- Specialist - Tetra Tech Careers
-
Santa Clara, CA
FULL_TIME
- Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
- 12 Days Ago
Instrumentation - Automation Specialist
- Automation Specialist - Tetra Tech Careers
-
Pasadena, CA
FULL_TIME
- Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
- 3 Days Ago
IRA Specialist jobs at Popular Companies
Subject Matter Expert
- Bering Straits Native Corporation
-
Lexington, KY
- Overview Visit our website at www.beringstraits.com to apply! SUMMARY Arcticom, LLC, a subsidiary of Bering Straits Nati...
- 6/11/2024 12:00:00 AM
IT Subject Matter Expert
- Contact Government Services, LLC
-
Hollywood, FL
- IT Subject Matter Expert Employment Type: Full Time, Experienced level Department: Information Technology As an IT Subje...
- 6/11/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Montpelier, VT
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 6/9/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Tallahassee, FL
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 6/9/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Columbia, SC
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 6/9/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Trenton, NJ
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 6/9/2024 12:00:00 AM
Subject Matter Expert
- GovCIO
-
Dover, DE
- **Overview** GovCIO is currently hiring for a Subject Matter Expert to assist with customer coordination, solution devel...
- 6/9/2024 12:00:00 AM
Deposit Operations IRA Specialist
- Berkshire Bank
-
Pittsfield, MA
- **Position** : Deposit Operations IRA Specialist **Location** : Pittsfield, MA **Division:** Bank Operations **Departmen...
- 6/8/2024 12:00:00 AM
About California
California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$55,328 to $71,747
Most Popular Cities in California for IRA Specialist Jobs
What does an IRA Specialist do?
IRA Specialist in Fayetteville, NC
Works closely with Data Control and General Accounting in balancing various general ledgers which interface with the Cert/IRA System.
February 16, 2020
IRA Specialist in Bangor, ME
As an Account Transactions - IRA Specialist, you will.
December 01, 2019
IRA Specialist in Davenport, IA
The Account Transactions - IRA Specialist provides Financial Advisors and Client Specialists with exceptional client service in response to inquiries regarding client accounts.
December 20, 2019