IRA Specialist jobs in Cincinnati, OH
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)
Recently Added IRA Specialist jobs
Membership and IRA Specialist
- Cinfed Credit Union
-
Cincinnati, OH
FULL_TIME
-
At Cinfed Credit Union, we pride ourselves on being a member-first organization. As an employee, you’re a member too!Our passion, which drives everything we do, is helping our community and those who live in it. We’ve worked hard to create a work environment that is a community of its own and full of people who truly care for one another and want to see each other succeed.Our mission is to be the first choice in financial solutions, because we care about our members' success. We believe that what we do has an impact on our members' lives, and we are here to help them reach their financial goals.Cinfed is searching for a Membership and IRA Specialist based in Cincinnati, OH at the Oakley Headquarters.In this position, you will be responsible for:
- Implementation of effective Credit Union membership / IRA policies, procedures, and planning.
- The effective and efficient monitoring and review of Credit Union membership / IRA functions.
- Training, support, and compliance of procedures for Credit Union membership / IRA functions.
- Ensuring that professional business relations exist with members, vendors, and trade professionals.
- Establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
Ideal Candidate:- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
- Strong decision-making skills and aptitude for detailed work
- Good project management skills
- Well organized
- Able to meet deadlines
Required Experience:- A high school education or equivalent education is required
- Must have a thorough knowledge of Credit Union membership and IRA policies as well as knowledge of other Credit Union products and services and applicable policies and standards
- At least one year to three years of similar or related experience
What we have to offer:- Named a Cincinnati Top Workplace for 6 consecutive years; work in an environment where your co-workers really do love their jobs!
- 30 days of paid training
- Generous 401K match up to 6%
- PTO up to 11 paid holidays
- Opportunities for advancement- we prioritize promoting from within
- Health, Vision, and Dental insurance available
- Tuition reimbursement
- A starting rate of $17.50-$22.00 per hour quarterly incentive based on performance
Pre-employment background (credit, criminal, and drug) check required.An Equal Opportunity – Affirmative Action Employer M/F, including disability/vets - 2 Months Ago
Intervention Specialist / Reading Specialist
- Elite Kids Therapy LLC
-
Mason, OH
PART_TIME
- Intervention Specialist / Reading Specialist – IS : Elite Kids Therapy LLC seeks a dynamic, enthusiastic and experienced Intervention Specialist / Reading Specialist (IS) for late elementary through 9...
- 3 Days Ago
Sales Specialist
- Palm Beach Tan
-
Milford, OH
PART_TIME
- Overview Want to "Embody Your True Colors®”? Palm Beach Tan, the industry leader in Sunbed and Sunless Tanning, is looking for you! Are you passionate about skin care? Do you thrive off helping people...
- 1 Day Ago
Procurement Specialist
- Cincinnati Job Corp
-
Cincinnati, OH
FULL_TIME
- Reports to Administration Director Job Overview:We are seeking a detail-oriented and experienced Procurement Specialist to join our team. As a Procurement Specialist, you will play a key role in manag...
- 1 Day Ago
Sales specialist
- Russell Cellular, Inc.
-
Independence, KY
FULL_TIME
- Why Russell Cellular Starting pay is up to $26 hourly! Unlimited commissions based on performance and commission Health, dental, vision, and life insurance as well as paid sick days and company holida...
- 1 Day Ago
Technical Specialist
- Cummins
-
Florence, KY
FULL_TIME
- Technical Specialist Our culture believes in POWERING YOUR POTENTIAL . We provide global opportunities to develop your career, make your community a better place and work with today’s most innovative ...
- 1 Day Ago
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0 IRA Specialist jobs found in Cincinnati, OH area
Application Support Specialist
- Insight Global
-
Cincinnati, OH
- Location: Cincinnati, OH (Hybrid) Duration: Direct Hire Salary Range: $50,000 - $75,000 (based upon experience) Day to D...
- 5/10/2024 12:00:00 AM
Salesforce Success Specialist
- Western & Southern Financial Group
-
Cincinnati, OH
- Western & Southern Financial Group (W&SFG) is a Fortune 500 Financial Services company with a long history of strength a...
- 5/10/2024 12:00:00 AM
Marketing Operations Specialist
- Health Carousel
-
Cincinnati, OH
- Description SUMMARY The Marketing Operations Specialist supports the marketing team by building, maintaining, and optimi...
- 5/10/2024 12:00:00 AM
Digital Marketing Specialist
- OMG National
-
Cincinnati, OH
- Job Description Job Description Compensation: Competitive Starting Salary + Commission Bonuses Every Pay Period Benefits...
- 5/10/2024 12:00:00 AM
Direct Market Manager - Lifeline and ACP Expert (Cincinnati, OH)
- ThinkTank LLC
-
Cincinnati, OH
- ThinkTank Telecom, LLC is actively seeking a motivated and entrepreneurial Direct Market Manager to lead our expansion e...
- 5/9/2024 12:00:00 AM
Casting Expert / Technology & Quality Engineer (Hybrid)
- Bosch
-
Florence, KY
- **Company Description** **Why Bosch?** Our strategic objective is to create connected solutions, improving the quality o...
- 5/8/2024 12:00:00 AM
Cloud Security Engineer Specialist
- Jobs for Humanity
-
Cincinnati, OH
- Company Description Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosyst...
- 5/8/2024 12:00:00 AM
Sleep Expert - Sales
- Mattress Firm
-
Hamilton, OH
- Is your current job a nightmare? Make it a dream job at Mattress Firm®! Join Mattress Firm as a Sleep Expert® and have t...
- 5/2/2024 12:00:00 AM
About Cincinnati, Ohio
Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,951 to $63,479
Cincinnati, Ohio area prices
were up 1.1% from a year ago
were up 1.1% from a year ago
What does an IRA Specialist do?
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