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Accounting & Finance Financial Services

IRA Transactions Specialist — Client Service & Compliance

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Baird
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 98345 - 115700 USD Yearly USD 98345.00 115700.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Milwaukee is seeking an IRA Transaction Specialist. This full-time entry level position offers the opportunity to deliver exceptional client service while ensuring compliance with regulations. Responsibilities include processing IRA transactions and contributing to operational improvements. Ideal candidates possess strong organizational and communication skills, along with proficiency in Microsoft Office. The salary ranges from $98,345 to $115,700.
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