IRA Accounts Supervisor jobs in Middlesex, NJ

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)

F
Accounts Receivable
  • FirstService Residential
  • Eatontown, NJ FULL_TIME
  • The Company


    Are you the missing piece? As North America's leading property management company, we know the value of fitting in with a local team, of being part of a well-oiled machine, but empowered to act when needed. We are looking for energetic, adaptable people who understand that they are part of something larger and want a long-lasting career creating human connections. Our associates are the reason for our success, so we recruit quality people who will always do what's right and build great relationships with the residents of the communities we serve. At FirstService Residential, we live our values every day. If you are passionate about helping people live better lives and are looking for an environment with room for career growth, you're in the right place!

    Job Responsibilities


    Perform daily tasks related to ensuring the accuracy and efficiency of operations of the Accounts Receivable Department.

    Essential Duties & Responsibilities


    The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.

    • While your individual primary responsibilities may vary within your team, below is a list of the responsibilities of your team.
    • Post charges, credits, returned payments and payment transfers as appropriate on owners accounts
    • Handle the posting of deposits to accounting systems
    • Review, research and respond to emails
    • Process closings (sales, resales, foreclosures, bankruptcy etc.)
    • Update and maintain owner information in the appropriate systems
    • Process name changes
    • Add and/or edit owner addresses in the appropriate systems
    • Prepare deposits
    • Order deposit slips
    • Assist in preparation of back packages for courier
    • Order closing or replacement coupons
    • Track closings received and advise manager of any incomplete closing paperwork received
    • Request/obtain proper backup for processing
    • Handle incoming mail
    • Review legal queue and post legal charges to owner accounts when applicable
    • Enter proper flags on accounts (Legal, Late Waivers, etc)
    • Post Lockbox payments
    • Maintain Lockbox Stop File and disperse/handle stopped payments
    • Post lockbox “Exceptions” on the website
    • Post pre-paids in the accounting system
    • Research and reconcile accounts
    • Answer, research and return incoming phone calls
    • Filing (digitally and Physically)
    • Assist in scanning and copying deposits and closings
    • Other duties as assigned

    Regular attendance and punctuality are essential functions for the role

    Additional Duties & Responsibilities


    • Practice and adhere to FirstService Residential Global Service Standards.
    • Conduct business at all times with the highest standards of personal, professional and ethical conduct.
    • Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
    • May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
    • Ensure all safety precautions are followed while performing the work.
    • Follow all policies and Standard Operating Procedures as instructed by Management.
    • Perform any range of special projects, tasks and other related duties as assigned.

    Supervisory Responsibility


    • This position does not require any supervisory responsibilities

    Education & Experience


    • High School Degree or equivalent
    • Experience in accounts receivable related bookkeeping
    • High level of attention to detail
    • Possess and demonstrate strong customer service skills and interpersonal skills, including clear written and oral communications while maintaining a professional demeanor.
    • Strong computer skills with proficiency in data entry
    • Knowledge of Microsoft Word, Excel and 10-key
    • Flexible, organized and able to handle competing priorities
    • Deadline oriented
    • Strong reasoning and analytical skills
    • Proven ability to be successful in a team environment and the ability to collaborate and share ideas and tasks

    Knowledge, Skills & Proficiencies


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

    • Excellent organizational skills and project management
    • Exceptional communication and interpersonal skills.
    • Advanced written communication skills.
    • Advanced Microsoft Office skills.
    • Knowledge of basic accounting/budgeting procedures.
    • Ability to work under pressure, to adjust to constant changes, to handle multiple tasks, and to coordinate the work of others.
    • Ability to keep complex records, to assemble and organize data of complex nature, and to prepare and submit reports in acceptable formats and in a timely manner
    • Ability to conceptualize, plan and organize multiple programs and assignments effectively.
    • Ability to work on complex and confidential tasks utilizing judgment, tact, and resourcefulness.
    • Skill in developing and maintaining good working relationships.

    Tools & Equipment Used


    Computer and peripherals, standard and customized software applications and tools, and usual office equipment.

    Physical Requirements / Working Environment


    The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      • Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs or more following appropriate safety procedures. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.
      • Must be able to drive - Some local travel by personal vehicle is required
      • Must be able to sit and stand for extended periods of time.
      • Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.
      • Must have finger dexterity for typing/using a keyboard.
      • Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas.
      • Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates.
      • Capable of working extended hours, to include evenings, weekends and holidays as necessary.
      • This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting.
      • Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.
      • Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.
      • Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties

    The work environment characteristics are normal office conditions for the role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.

    Travel


    N/A

    Disclaimer


    The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

  • 1 Month Ago

S
Accounts Receivable Clerk
  • Spirit Delivery and Distribution Services
  • New Providence, NJ FULL_TIME
  • Job Description Position Overview: The Accounts Receivable Associate will report directly to the Controller. The ideal candidate must be articulate, results oriented and should be excited to work in a...
  • 11 Days Ago

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Global Key Accounts Executive
  • Brenntag
  • South Plainfield, NJ FULL_TIME
  • GLOBAL KEY ACCOUNTS EXECUTIVE Our team in South Plainfield currently has an opening for a Global Key Accounts Executive YOUR ROLE & RESPONSIBILITIES Job Summary: In this role, the individual will take...
  • 13 Days Ago

B
Accounts Payable Clerk
  • BP & SC Services
  • Linden, NJ FULL_TIME
  • Accounts Payable Clerk Salary: Competitive Salary Based on Experience Accounts Payable Clerk Shift: Available to work hours Monday - Friday Benefits: 401K Health Insurance Dental Insurance Vision Insu...
  • 14 Days Ago

S
Copy Of Accounts Payable Specialist
  • SAVINO DEL BENE U
  • Avenel, NJ FULL_TIME
  • Savino Del Bene is a Global Freight Forwarding Company headquartered in Florence, Italy. With more than 285 offices and 4,500 employees globally, Savino Del Bene is one of the leading logistics compan...
  • 15 Days Ago

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Service Coordinator, Electronic Accounts
  • AJ Jersey Inc
  • South Plainfield, NJ FULL_TIME
  • JOB TITLE: Service Coordinator, Electronic Accounts DEPARTMENT: Service REPORTS TO: Service Office Manager SUMMARY: The Service Coordinator, Electronic Accounts primary responsibilities are to assist ...
  • 17 Days Ago

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0 IRA Accounts Supervisor jobs found in Middlesex, NJ area

1
Accountant Controller
  • 1SourceVideo
  • Hazlet, NJ
  • Job Description Job Description 1SourceVideo is a National Distributor that specializes in bringing synergistic post-pro...
  • 4/19/2024 12:00:00 AM

U
Accounting Supervisor
  • UNITE HERE
  • New York, NY
  • Job Description Job Description Accounting Supervisor UNITE HERE seeks a dynamic Accounting Supervisor to work with our ...
  • 4/19/2024 12:00:00 AM

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Account Coordinator
  • CCG Marketing Solutions
  • Caldwell, NJ
  • Job Description Job Description Company Overview: CCG is a dynamic and rapidly growing company delivering a single sourc...
  • 4/18/2024 12:00:00 AM

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Accounting Supervisor
  • Creative Financial Staffing
  • New York, NY
  • Accounting Supervisor - Construction About the Company and Opportunity- Accounting Supervisor: CFS NY is working with on...
  • 4/18/2024 12:00:00 AM

C
Accounting Supervisor
  • Creative Financial Staffing
  • Queens, NY
  • Accounting Supervisor - Construction Here's your chance to work with one of the most well-established companies in NYC! ...
  • 4/18/2024 12:00:00 AM

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Account Coordinator
  • Equiliem
  • East Brunswick, NJ
  • Account Coordinator Equiliem is an award-winning recruiting firm headquartered in East Brunswick, NJ. We are on an excit...
  • 4/17/2024 12:00:00 AM

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Accounts Coordinator
  • Equiliem
  • East Brunswick, NJ
  • Job Description Job Description Accounts Coordinator Equiliem is an award-winning recruiting firm headquartered in East ...
  • 4/16/2024 12:00:00 AM

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Account Coordinator
  • Litzky Public Relations
  • Hoboken, NJ
  • First, a little bit about us: LPR is a boutique communications agency based in Hoboken, NJ. Named to PRNews 2024 Agency ...
  • 4/15/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$77,941 to $96,059
Middlesex, New Jersey area prices
were up 1.5% from a year ago

IRA Accounts Supervisor in Yakima, WA
On average, a Bachelor's Degree is the highest level of education for an IRA Accounts Supervisor.
November 29, 2019