IRA Specialist jobs in Appleton, WI

IRA Specialist develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Being an IRA Specialist utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Additionally, IRA Specialist typically reports to a supervisor or manager. The IRA Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. To be an IRA Specialist typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

W
Specialist
  • Waushara County
  • Wautoma, WI FULL_TIME
  • WAUSHARA COUNTY POSITION DESCRIPTION

    TITLE: Specialist

    DEPARTMENT: Highway/Solid Waste

    FUNCTION:

    Responsible for accumulation of accurate cost data including labor, machinery and materials, input of data into computer system and various other cost related accounting tasks. Performs secretarial functions relating to Highway and Solid Waste. Promotes Waushara County through public & customer relations.

    MAJOR RESPONSIBILITIES:

    Daily:

    1. Make changes in rate tables for CHEMS based on employee labor and equipment and verify.

    2. Coding and computer entry of employee’s daily labor and machinery time. Post to individual summary sheets, work orders and verify. Also charge shop materials to machinery. Enter materials and supplies into computer and verify. Maintain parts inventory.

    3. Provide receptionist coverage for Departments, including but not limited to, greeting the public, answering the telephone and radio in a manner that conveys a positive and helpful image, directing the public to the appropriate staff or department.

    4. Prepare weekly deposit to County Treasurer.

    5. Collection of solid waste recycling and receipting payments.

    6. Maintain fleet maintenance program in CHEMS. Print related reports.

    7. Maintain database for automated fuel system. Retrieve daily transactions.

    8. Assist shop foreman with inventory and other duties in parts room.

    9. Other tasks assigned by Highway Commissioner including, but not limited to, updating county website, creating documents, spreadsheets and power points, disposing of equipment. Provide clerical support for other staff in department.

    10. Assorted duties for Solid Waste Department including but not limited to, support for Superintendent, verifying time sheets in Executime, distributing dump cards, updating County Website and preparation of correspondence and brochures.

    Bi-Monthly:

    1. Reconcile timecards to payroll distribution and make necessary adjustments, including any back recalculations. Verify Executime to Highway time sheets and to payroll distribution, checking total hours and fringe benefits taken for pay period. Verify and approve Solid Waste time sheets and expenses.

    2. Enter the journal entries for distribution for labor, employee benefits, small tools, machinery and materials.

    Monthly:

    1. Maintain monthly updated records of all expenses incurred and revenue generated by each individual piece of machinery and balance ledger.

    2. Audit invoices, code by vendor number and verify invoices to correspond with statements and all eligible discounts are taken.

    3. Enter vouchers, receipts and journal summaries into Journal and close books at the end of each month.

    Annually:

    1. Prepare and assist annual shop parts and materials inventory. Enter PIC’S and update computer records to physical inventory.

    2. Assist with various year-end closing journals and state reports.

    3. Other tasks as required or assigned by the Highway Commissioner.

    Biennial:

    1. Enter County and township bridge inspections according to the DOT specifications.

    2. Enter County pavement ratings into DOT WISLR program.

    WORKING ELEMENTS:

    A. Education, Training, and Experience:

    · Associate Degree in Accounting/Computer Science or related field. Four to six years’ experience in accounting and data entry.

    B. Knowledge, Ability, and Skills:

    · Knowledge of cost accounting principles as associated with government accounting.

    · Knowledge of PC applications including but not limited to, Word, Excel, Access and Publisher. Understanding of digital photography, download and manipulation. Data entry skills.

    · Ability to deal cordially, effectively and maintain a professional demeanor with general public and fellow employees in an environment where meeting the demands of the public requires ingenuity and adaptation to change.

    · Ability to concentrate on tasks as assigned and work accurately with a minimum amount of supervision, meeting deadlines. Communicate clearly on a variety of matters and maintain confidentiality.

    · Knowledge of typing and a variety of office equipment including copy machine, computer, calculators, phone systems, scanner, folding machines.

    · Familiarity with Solid Waste sites and recycling.

    C. Responsibility and Authority:

    · This position coordinates all shop data from inventory to all machinery expense charges in order to comply with the Wisconsin Department of Transportation’s mandatory cost accounting system. This employee prepares bi-weekly payrolls and prepares vouchers for payment monthly, correlates and maintains complete cost accounting data for over 300 individual pieces of machinery. Compiles costs relevant to towns, villages, cities and county departments and prepares bi-weekly billings.

    · Responsible for handling all secretarial functions that relate to Highway and Solid Waste as assigned by the Highway Commissioner

    · Maintains regular and predictable attendance.

    · Promote, get along and work in harmonious relationship with others including but not limited to outside agencies and co-workers.

    · Be able to perform duties, follow policy and procedures independent of direct supervision.

    D. Working Conditions:

    Office conditions that may at times be stressful due to deadlines and dealing with the public and county personnel. Interaction with public, co-workers and other departments. Primarily sedentary position. Lifting up to 50 lbs. (electronic devices).Includes sitting, standing, walking, climbing stairs, bending, stooping, lifting, and ability to hear, talk and view area.

    Job Type: Full-time

    Pay: $20.85 - $22.12 per hour

    Benefits:

    • Dental insurance
    • Employee assistance program
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Schedule:

    • 10 hour shift
    • Day shift

    Education:

    • Associate (Required)

    Experience:

    • Accounting/Data Entry: 3 years (Preferred)

    License/Certification:

    • Driver's License (Required)

    Work Location: In person

  • Just Posted

S
Specialist
  • Starboard Group Management Company
  • Oshkosh, WI FULL_TIME
  • Description To serve food, drinks, and to accommodate guests’ needs at our Carside To-Go Station in a courteous and timely manner following Applebee’s Ten Basic Service Steps. Specific Functions and D...
  • 26 Days Ago

F
Specialist
  • FTI
  • Menasha, WI FULL_TIME
  • Excellerate, a division of Faith Technologies Incorporated (FTI), is a national manufactured products company with a focus in electrical assemblies and modular solutions that range from made-to-stock ...
  • 30 Days Ago

N
Invoicing Specialist
  • N & M Transfer Co., Inc.
  • Neenah, WI FULL_TIME
  • N & M Transfer has an exciting opportunity as an Invoicing Specialist at our corporate office in Neenah, WI.Work hours are Monday- Friday, 8:00am – 4:00pm.This position will create customer invoices, ...
  • 4 Months Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 IRA Specialist jobs found in Appleton, WI area

M
Warehouse Specialist
  • Manpower
  • Hortonville, WI
  • Warehouse Specialist Our Appleton, WI client in is looking for hardworking, motivated talent to join their growing Wareh...
  • 4/24/2024 12:00:00 AM

A
Merchandiser Specialist
  • Acosta, Inc
  • Shawano, WI
  • Merchandiser Specialist General Information Company: PRE-US Location: SHAWANO, Wisconsin, 54166 Ref #: 25375 Function: M...
  • 4/24/2024 12:00:00 AM

R
Training Specialist
  • Reynolds Consumer Products Inc.
  • Appleton, WI
  • Join Reynolds Consumer Productsand Drive Your Career across a world of opportunities! We provide amazing job opportuniti...
  • 4/23/2024 12:00:00 AM

K
Asset Specialist
  • Kag
  • Green Bay, WI
  • Job Details Job Location 20310 Green Bay WI - Green Bay, WI Position Type Dispatch Travel Percentage Negligible Job Shif...
  • 4/23/2024 12:00:00 AM

B
IT Specialist
  • BEL
  • Little Chute, WI
  • You know our brands, The Laughing Cow, Babybel, Boursin, Kaukauna, Merkts and Price's, which elicit smiles across Americ...
  • 4/22/2024 12:00:00 AM

R
Trust Fund Valuation Trading Specialist
  • Russell Tobin
  • Green Bay, WI
  • Job Description Job Description A U.S. regional bank holding company is looking to hire a Trust Fund Valuation Trading S...
  • 4/22/2024 12:00:00 AM

V
Vehicle Service Specialist - Kaukauna
  • Valvoline Instant Oil Change
  • Kaukauna, WI
  • What You'll Do: As an vehicle service specialist (aka auto technician), you will help keep our guests safe on the road b...
  • 4/15/2024 12:00:00 AM

M
Sleep Expert - Sales
  • Mattress Firm
  • Green Bay, WI
  • Is your current job a nightmare? Make it a dream job at Mattress Firm®! Join Mattress Firm as a Sleep Expert® and have t...
  • 3/25/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,384 to $62,749
Appleton, Wisconsin area prices
were up 1.3% from a year ago

IRA Specialist in Temple, TX
This blended approach gives you the flexibility to build skills for your IRA success today, and into the future, without the travel expense.
February 24, 2020
IRA Specialist in Erie, PA
Adjusts dividends and accruals on Certificates and IRAs.
January 13, 2020
IRA Specialist in Paramus, NJ
Earn the Certified IRA Specialist II (CIS II) Designation.
January 01, 2020