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)
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
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