IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
The Senior Supervisor for the IRA Operations serves as the subject matter expert on IRA rules and IRS regulations and leads the daily activities of the team to ensure the achievement of the corporate goals for growth, retention and quality service. The scope of this position includes the oversight of the personnel within the department as well as interfacing with all levels of management, various departments, business partners, and bank customers. This role works in tandem with the Manager, Compliance, Legal and Tax to ensure all procedures adhere to applicable IRA regulations & laws
Clear All
0 IRA Services Representative jobs found in Youngstown, OH area