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Financial Services

IRA & Estate Administration Specialist

Job in Herndon, Fairfax County, Virginia, 22070, USA
Listing for: CUES TRAINING FACILITY
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A financial services organization in Virginia is seeking an IRA/Trust and Estates Specialist to manage Trust and IRA activities, ensuring compliance and member satisfaction. This role will involve administering deceased account policies, educating members about various products, and providing exceptional service. Candidates should possess a Bachelor's Degree in Business, Finance or Accounting, and must obtain the Certified IRA Specialist II certification within one year of employment.

Strong communication, critical thinking, and detail-oriented skills are essential.
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