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. Utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience.
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IRA Specialist. Naperville, IL. Responsibilities. Verify IRA documentation with follow up for missing or incomplete forms. Provide tier II phone support to the banker for escalated IRA transactions which includes beneficiary IRA processing. Ensure IRA transactions have been processed correctly for accurate IRS government reporting. Fulfill routine and occasionally non-routine transactions, internal business partner and / or external customer inqu...
