IRA Administrator

Responsibilities Include But Are Not Limited To

• Open, maintain, and close IRA accounts for clients, following IRS rules and procedures, including handling decedents accounts and calculating Required Mandatory Distributions.
• Process IRA contributions, distributions, rollovers, transfers, and conversions.
• Assist Enterprise Reporting manager with the preparation and filing of the applicable IRS tax forms and reports, such as Form 5498 and Form 1099-R.
• Answer client inquiries and provide information on IRA rules.
• Stay updated on IRA regulations, policies, and best practices, and attend training sessions as required. Provides guidance on regulations to branch personnel.
• Assist with various projects as needed.

• Knowledge of IRA rules, regulations, and products, such as traditional, Roth, SEP, and SIMPLE IRAs.
• Intermediate knowledge of Microsoft Office applications (i.e., Word, Excel, and Outlook).
• Excellent verbal and written communication skills.
• Ability to prioritize and organize assignments.
• Ability to work independently and as part of a team.
• Ability to handle multiple tasks and prioritize deadlines.

• High School Diploma or GED.
• Minimum of 3 years of financial services experience with one year of experience in IRA administration.

• Associate's or Bachelor's degree in accounting, finance or related field.