Individual Retirement Account Specialist Jobs

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
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