IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)
Job Summary
Input and oversee the accounts to be paid.
Essential Functions
Pre-Hire Requirements
Education and Experience Required
Working Conditions
The employee will work indoors in a professional office environment.
While this list is intended to be an accurate reflection of the current job, this is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. The company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e., emergencies, changes in personnel, work load, rush jobs, or technological developments). Be ready and willing to perform additional tasks or duties as needed or requested by management.
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0 IRA Accounts Supervisor jobs found in Amarillo, TX area