IRA Specialist jobs in Indianapolis, IN

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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Specialist
  • Calumet Specialty Products Partners, L.P
  • Indianapolis, IN FULL_TIME
  • At Calumet we deliver innovative specialty products trusted by companies across the globe. We are the foundation to everyday essential products that help millions of people live and thrive.

    We are headquartered in Indianapolis and have numerous production locations in the US. We are customer focused and utilize our values of collaboration and entrepreneurship to grow the business.

    We offer a dynamic, high-performance environment where team members can have real input and impact on our business. If you’re ready to roll up your sleeves, treat the business as if it is your own and add value accordingly, come see why we’re Calumet Proud!PURPOSE : The Accounts Receivable Specialist is responsible for many facets of the Account Receivable function including collection of accounts receivable balances, application of customer payments and invoicing shipped orders.

    This position requires interaction with other corporate business units and will report to the Accounts Receivable Manager.

    KEY OBJECTIVES AND RESPONSIBILITIES : Collection of customer accounts receivable balances with focus on large balance, key accounts.

    Reconcile account discrepancies and deductions through research and communication with customers, Sales, Customer Service & other functional areasCredit approval of new ordersApplication of cash receipts, credit documents and unapplied cashProcess ACH Auto-Debit transactionsProcess daily billing of shipped ordersProcess new customer credit applications and customer reactivations.

    Monthly reporting on assigned customer recordsIdentify credit risk through customer pay habits, market data & industry trade reports and inform DirectorProcess audit requestsInitiate refund of credit balancesInterphase between Credit Team and Master Data Team to effect set-up of new customers & maintain customer master data records as requiredMonitor and maintain team email accountsOther projects and assignments as neededREQUIRED EDUCATION / EXPERIENCES

    Bachelor’s degree in Business / AccountingPrior experience with JD Edwards or SAPExperience working with larger national retail customersCOMPETENCIES : Customer OrientationInitiativeCommunicationMicrosoftDemonstration of Calumet Values Safety, Environment & Social Responsibility, Teamwork, Ownership, Passion for Customers, and ExcellenceSalary and benefits commensurate with experience.

    We are an equal opportunity employer including disability and veteran. A ll offers of employment are conditioned upon successfully passing a drug test.

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    Last updated : 2024-04-06

  • 16 Days Ago

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Specialist
  • Sysco
  • Indianapolis, IN FULL_TIME
  • Company : US0038 Sysco Indianapolis, LLC Sales Territory : None None Zip Code : 46268 46268 Travel Percentage : COMPENSATION INFORMATION : The pay range provided is not indicative of Sysco’s actual pa...
  • 20 Days Ago

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Merchandiser Specialist
  • Acosta Group
  • Carmel, IN FULL_TIME
  • **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** CARMEL, Indiana, 46032 **Ref #:** 28018 **Function:** Merchandising **Employment Duration:** Part-time **Descripti...
  • 2 Months Ago

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Cybersecurity Specialist
  • Indianapolis Public Schools
  • Indianapolis, IN FULL_TIME
  • Purpose of Position/Summary: The Cybersecurity Specialist serves as a vital component to the ever growing technical environment of IPS. The ideal candidate will have the ability to blend technical, or...
  • 1 Month Ago

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Controls Specialist
  • EMCOR Group Inc. Website
  • Indianapolis, IN FULL_TIME
  • About Us: Havel is a division of Shambaugh & Son and is a wholly-owned subsidiary of EMCOR Group, Inc. EMCOR is the world's leading provider of mechanical and electrical construction and facilities se...
  • 16 Days Ago

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Warehouse Specialist
  • American Freight
  • Indianapolis, IN PART_TIME
  • Job Type: Full Time, Part Time Warehouse Specialist Requirements: High School Diploma or equivalent preferred Warehouse experience is a plus, but not required for consideration Maintain a positive att...
  • 16 Days Ago

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0 IRA Specialist jobs found in Indianapolis, IN area

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CARPENTER / REMODELING EXPERT
  • Worthington Design & Remodeling
  • Carmel, IN
  • Job Description Job Description Worthington Design & Remodeling, one of the leading residential design/build remodeling ...
  • 4/24/2024 12:00:00 AM

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Systems Applications and Products (SAP) Expert
  • Rapier Solutions
  • Indianapolis, IN
  • Job Description Job Description Rapier Solutions is seeking a highly skilled Systems Applications and Products (SAP) Exp...
  • 4/24/2024 12:00:00 AM

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Expert Carpenter - Remodeling Pro - Building Maintenance
  • TruBlue Housecare of Carmel
  • Indianapolis, IN
  • Job Description Job Description Expert Carpenters - Remodeling Pros - Building Maintenance Earn $25 to $27 per Hour! Do ...
  • 4/23/2024 12:00:00 AM

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Loading and Hauling Expert
  • BOURN2HAUL LLC
  • Westfield, IN
  • Job Description Job Description Drivers and Non-Drivers NEEDED Flexible Scheduling/ Hours Great Pay, fun work environmen...
  • 4/22/2024 12:00:00 AM

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Logistics Specialist
  • RayzeBio
  • Indianapolis, IN
  • Position: Logistics Specialist Location: Indianapolis Background RayzeBio is a dynamic biotechnology company headquarter...
  • 4/22/2024 12:00:00 AM

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Inventory Specialist
  • Tower Communications Expert, LLC
  • Indianapolis, IN
  • Tower Communications Expert, LLC | Full time **Inventory Specialist** Indianapolis , United States | Posted on 07/01/202...
  • 4/20/2024 12:00:00 AM

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Payroll Specialist
  • Canon USA & Affiliates
  • Indianapolis, IN
  • **Payroll Specialist - req1194** **OVERVIEW** The Payroll Specialist assists the finance department with day-to-day, mon...
  • 4/20/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Indianapolis, IN
  • Is your current job a nightmare? Make it a dream job at Mattress Firm®! Join Mattress Firm as a Sleep Expert® and have t...
  • 4/13/2024 12:00:00 AM

Indianapolis is in the East North Central region of the Midwestern United States, in central Indiana. According to the U.S. Census Bureau, the Indianapolis (balance) encompasses a total area of 368.2 square miles (954 km2), of which 361.5 square miles (936 km2) is land and 6.7 square miles (17 km2) is water. The consolidated city boundaries are coterminous with Marion County, with the exception of the autonomous municipalities of Beech Grove, Lawrence, Southport, and Speedway. Indianapolis is the 16th largest city by land area in the U.S. Indianapolis is within the Tipton Till Plain, a flat to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,583 to $63,008
Indianapolis, Indiana 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