IRA Specialist jobs in Gastonia, NC

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)

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Record specialist
  • Cape Fear Community College
  • Hudson, NC FULL_TIME
  • Records Specialist (CCP) performs confidential data management while coordinating recruitment efforts in support of CCC&TI's Career and College Promise (CCP) program.

    Also, provide support and recruiting efforts to CCC&TI's Transition Advisors while ensuring compliance with the NC Community College System, CCP Operating Procedures and CCC&TI's policy and procedures.

    Essential and other responsibilities and duties may include, but are not limited to, the following :

    Essential Functions :

    • Process and review incoming CCP application documents while maintaining student records in CCC&TI's document imaging system.
    • Receive, process and audit CCP documentation based on the NC Community College System, CCP Operating Procedures.* Participate in the researching of complex problems and discrepancies in records, transcripts, and course schedules.
    • Analyze and evaluate different ways to increase CCP outreach in our community.* Stay informed of current and changing CCP operating procedures and state requirements with regards to dual enrollment programs.
    • Increase awareness and purpose of CCP pathways to CCC&TI's local high school students through recruiting, community events and on-campus exploratory visits.
    • Operate a variety of office equipment, software and ERP systems.* Offer support to CCP students and their parents / guardians, CCC&TI's Transition Advisors and other campus personnel.
    • Provide excellent customer service to faculty, staff, students and CCP parents / guardians.

    Marginal Functions :

    • Maintain Procedures Manual, as assigned.* Assist with academic advising for high school students.* Receive, open, sort and distribute mail daily.
    • Participate in professional development and employee training, webinars / meetings, and serve on committees as required.

    This position description covers the most essential functions and duties associated with this position. The President or appropriate supervisory personnel may assign additional duties.

    The College reserves the right to alter duties, responsibilities, conditions, working hours, and job title with or without notice.Knowledge of :

    • Available curriculum and continuing education programs.* Operations, services and activities of assigned department.* General principles and practices of fiscal, statistical, and administrative data collection and report preparation.
    • Business letter writing and report preparation techniques.* Advanced principles and procedures of record keeping and reporting.
    • Modern office procedures, methods, and computer equipment.* English usage, spelling, grammar and punctuation.* Basic accounting and mathematic principles.
    • Pertinent Federal, State and local laws, codes and regulations.* Alpha and numerical filing systems.* College registration procedures.

    Ability to :

    • Understand, process and execute CCP documentation and build CCP semester schedules based on the NC Community College System CCP Operating Procedures.
    • Maintain a thorough knowledge of curriculum and continuing education program offerings.* Develop procedures for processes used in course of duties.
    • Understand CCC&TI's electronic transcript process.* Perform responsible and difficult data entry work involving the use of independent judgment and personal initiative.
    • Understand the organization and operation of the CCC&TI campus as necessary to assume assigned responsibilities.* Interpret and apply administrative and departmental policies.
    • Work independently in the absence of supervision.* Compile and maintain confidential records.* Independently prepare correspondences and memorandums.
    • Practice the guidelines of local, state, and federal regulations and maintain privacy standards outlined in The Family Educational Rights and Privacy Act (FERPA).
    • Respond to difficult requests and inquiries from students, faculty, and staff.* Communicate clearly and concisely, both orally and in writing.
    • Establish and maintain cooperative working relationships across all areas of campus.* Demonstrate strong organizational skills with attention to detail.

    Environmental Conditions :

    The employee should have the ability to effectively handle a work environment and conditions which involve an office and classroom workspace and working closely with others.

    The employee must maintain the office and teaching environments by maintaining equipment and supplies, ensuring overall cleanliness, functionality, and conformance to OSHA standards to provide a safe work environment.

    Physical Conditions :

    Physical and marginal functions require the ability to maintain physical condition appropriate to the performance of assigned duties and responsibilities, which may include the following;

    standing, walking or sitting for extended periods, moderate lifting and carrying, reaching above shoulder, general manual dexterity, operating assigned equipment, and extended exposure to computer screens.

    The employee is required to maintain effective audio-visual discrimination and perception needed for making observations, reading and writing, operating assigned equipment, communicating with others, and handling varied tasks simultaneously.

    Additionally, the employee must maintain mental capacity, which permits making sound decisions and using good judgment, demonstrating intellectual capabilities, and evaluating the effectiveness of programs and personnel.

    Scheduling Conditions :

    This is a full-time, 12-month position, which requires the employee to be on campus or at an approved alternate location for at least thirty-six hours per week, Monday through Thursday, 8 : 00am-5 : 00pm, and Friday, 8 : 00am-12 : 00pm, including one evening per week till 7 : 00 PM.

    This position has the potential for occasional weekend hours.

    Traveling Conditions

    Local travel between the Caldwell campus, Watauga campus, or any off-campus sites may be needed. Out of state travel is limited, but may be required for training and conferences.Experience :

    Two years of prior office experience is required. Student records experience preferred.

    Training :

    Associate degree required. Bachelor's degree preferred.

    Preference given to a degree in secretarial sciences, office administration, office technology, business administration, or a related field.

    Last updated : 2024-04-07

  • 15 Days Ago

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Merchandising specialist
  • Advantage Solutions
  • Mount Holly, NC FULL_TIME
  • Join our dynamic team as a Merchandising & Product Demonstration Specialist! In this multifaceted role, you'll excel in merchandising, sales, and product demonstrations. We seek a candidate adept at f...
  • 18 Days Ago

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HR Specialist
  • Robert Half
  • Gastonia, NC OTHER
  • If you have a passion for human resources and you're looking for an exciting, new opportunity, Robert Half has an excellent opportunity as a Human Resources Specialist. This role will involve performi...
  • 19 Days Ago

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Account Specialist
  • E-Z Way Auto Sales
  • Hickory, NC FULL_TIME
  • Benefits: 401(k) Bonus based on performance Dental insurance Health insurance Vision insurance Our company is looking for an experienced and motivated account specialist to join our dynamic team. Work...
  • 19 Days Ago

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To Go Specialist
  • Olive Garden
  • Gastonia, NC OTHER
  • For this position, pay will be variable by location - See additional job details and benefits below.Our Winning Family Starts With You! Check out these great benefits!Flexible schedules to help you ba...
  • 20 Days Ago

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Aquatics Specialist
  • Petco
  • Hickory, NC FULL_TIME
  • Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbei...
  • Just Posted

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0 IRA Specialist jobs found in Gastonia, NC area

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Subject Matter Expert (SME) for Health Administration (Remote/Hybrid) - (Contractor)
  • Confidential
  • Charlotte, NC
  • Job Summary: We are actively searching for a Subject Matter Expert (SME) with a comprehensive background in health admin...
  • 4/25/2024 12:00:00 AM

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Training Specialist
  • Westlake
  • Charlotte, NC
  • Westlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We w...
  • 4/24/2024 12:00:00 AM

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Expert (Northlake Mall R463)
  • Apple
  • Charlotte, NC
  • As an Expert, you are a leader in sales, product knowledge, and solutions, and highly influential in how you engage with...
  • 4/24/2024 12:00:00 AM

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Side Hustle Expert - Dropshipping
  • Fud, Inc.
  • Charlotte, NC
  • Fud is looking for a talented and experienced Side Hustle Expert - Dropshipping to join our team. As a Side Hustle Exper...
  • 4/23/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Concord, NC
  • Now Hiring! Sleep Expert – Sales Is your current job a nightmare? Make it a dream! Mattress Firm The most trusted author...
  • 4/20/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Charlotte, NC
  • Now Hiring! Sleep Expert – Sales Is your current job a nightmare? Make it a dream! Mattress Firm The most trusted author...
  • 4/16/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Indian Land, SC
  • Now Hiring! Sleep Expert – Sales Is your current job a nightmare? Make it a dream! Mattress Firm The most trusted author...
  • 4/2/2024 12:00:00 AM

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Sales Specialist
  • Clean Harbors
  • Charlotte, NC
  • Safety-Kleen Environmental is looking for a Sales Specialist (known internally as the Vacuum Service Sales Specialist), ...
  • 3/19/2024 12:00:00 AM

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,384 to $62,749
Gastonia, North Carolina area prices
were up 1.5% 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