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)
Morris Distributing is one of the largest specialty beverage distributors in the San Francisco Bay Area. We have serviced Lake, Marin, Mendocino, Napa, San Francisco and Sonoma counties since 1992. Morris Distributing prides itself on quality products, great service, and free on-time delivery.
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0 IRA Accounts Supervisor jobs found in Petaluma, CA area