Description
The IRA specialist is responsible for transfers, distributions, rollovers, conversations, death claims and closures in accordance with government regulations and Credit Union policies
The IRA specialist must maintain accurate and complete retirement records, perform annual account reviews, and ensure all regulatory reporting requirements are met
Keep abreast of specialist regulations and assess the impact to IRA administration
Serve as the subject matter expert for our internal teams
Perform all responsibilities related to IRA products
Reviewing account documentation for accuracy and completeness, initiating and or approving transfers, facilitating distributions, and ongoing account monitoring for compliance
Ensure overall compliance with IRA operations policies and procedures
Maintain proficient knowledge of pertinent policies, procedures, and internal controls, and meet all job specific requirements in a timely fashion
Work closely with other Credit Union employees to ensure all procedures adhere to applicable IRA regulations & laws
Monitors risk controls related to financial transactions processed against customer accounts
Ensure compliance in the annual processing of all tax filings
Perform other job duties as assigned to help out with Client Services or Deposit Operations
Requirements
Bank Deposit, Cash Deposits, Bank Deposit, Automated Clearing House (ACH), IRA, Individual Retirement AccountRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .