IRA Specialist jobs in Pittsburgh, PA
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
IRA Specialist
- Dollar Bank, FSB
-
Pittsburgh, PA
FULL_TIME
-
Dollar Bank is hiring for an IRA Specialist. If you would enjoy helping customers navigate their way through the requirements surrounding retirement accounts, this is the job for you. As an IRA Specialist, you will be the primary point of contact for both customers and branches seeking assistance regarding Retirement Accounts. You will field questions from customers regarding Required Minimum Distribution (RMD) amounts, Contribution Limits, Dollar Bank offered retirement products, interest rates, etc. You will assist branch personnel with monetary processing questions, new account opening processes and a variety of questions surrounding the retirement rules and regulations. Operational tasks are also required such as RMD payment maintenance, opening/closing accounts, etc.
Principal Activities/Duties:
*Open IRA accounts and follow through on the new account verification process.
*Acknowledge telephone calls promptly and courteously.
*Perform daily tasks such as CD Renewals, IRA branch verification, Bank by Mail processing, update withholding elections.
*Process retirement savings transaction requests through the teller system.
*Effectively deal with customers/back office employees who have service questions or problems in a professional, discrete, timely, accurate and courteous manner.
*Attend IRA training seminars.
*Participate at weekly staff meetings.
*Participate in various projects as assigned i.e. 1099R and 5498 corrections, Escheat refunds, and IRA Required Minimum Distribution payment updates, and annual IRA mailings.
*Other responsibilities as assigned.
Qualifications:
*High School Diploma/GED required. Some college a plus.
*Banking experience is required.
*Familiarity with Microsoft Word and Excel.
*Familiarity with retirement savings products helpful.
*Desire and ability to provide quality customer service.
*Ability to effectively communicate both orally and in writing with customers and bank employees.
*Must be an involved team player and positive acceptor of on-going change.
*Attention to detail and accuracy, good organization skills.
*Knowledge of IRA teller functions preferred. - 17 Days Ago
Lawn Specialist
- TruGreen - Lawn Specialist
-
Cranberry Twp, PA
FULL_TIME
- TruGreen is Now Hiring Lawn SpecialistsEarn Up to $22.00 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career ...
- 27 Days Ago
Residential Lawn Specialist
- TruGreen - Lawn Specialist
-
Cranberry Twp, PA
FULL_TIME
- TruGreen is Now Hiring Lawn Specialists*Earn Up to $22.00 per Hour - Comprehensive Benefits(*All positions require a valid driver's license and some may require appropriate state/local licensing)At Tr...
- 27 Days Ago
Tree climber/Arborist
- FREY TREE SPECIALIST INC.
-
Smithfield, PA
FULL_TIME
- Requires tree climbing and rigging experience, bucket truck experience. A valid clean drivers license is preferred. A CDL is a big plus. Experience driving non CDL bucket, dump, and chip trucks. We ar...
- 27 Days Ago
Orthodontic Assistant
- Rhoads Orthodontic Specialist
-
Cranberry, PA
FULL_TIME
- We are adding a Clinical Assistant to our team at Rhoads Orthodontics! (Orthodontic/dental experience is not necessary, but preferred.) We are looking for an enthusiastic, customer service-oriented in...
- 1 Month Ago
Documentation Specialist
- Fenwal, Inc.
-
Warrendale, PA
FULL_TIME
- Job Summary Under direct supervision, provide clerical and administrative support for documentation system under cGMP and support the Quality System. Issue and control documents according to establish...
- 15 Days Ago
Filters
- Current Active Filter
- Pittsburgh, PA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 IRA Specialist jobs found in Pittsburgh, PA area
Accounting Expert
- PNC Financial Services Group, Inc.
-
Pittsburgh, PA
- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
- 4/24/2024 12:00:00 AM
Compliance Specialist / Adv Compliance Specialist
- Marathon Petroleum
-
Canonsburg, PA
- An exciting career awaits you At MPC, we’re committed to being a great place to work – one that welcomes new ideas, enco...
- 4/24/2024 12:00:00 AM
Financial Solutions Specialist
- First Commonwealth Bank
-
West Mifflin, PA
- First Commonwealth Bank Financial Solutions Specialist West Mifflin , Pennsylvania Apply Now As a First Commonwealth Fin...
- 4/24/2024 12:00:00 AM
Nuclear Power Plant Training Specialist (SME)
- Leidos
-
West Mifflin, PA
- Description Looking for an opportunity to make an impact? At Leidos, we deliver innovative solutions through the efforts...
- 4/23/2024 12:00:00 AM
Merchandiser Specialist
- Acosta Group
-
Pittsburgh, PA
- **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** PITTSBURGH, Pennsylvania, 15219 **...
- 4/23/2024 12:00:00 AM
Radiological Engineer Specialist
- Highmark Health
-
Pittsburgh, PA
- Job Description Job Description Job Description GENERAL OVERVIEW: Provides service support and preventive maintenance on...
- 4/21/2024 12:00:00 AM
Expert Consultant, Project Leader - B2B Sales
- Boston Consulting Group
-
Pittsburgh, PA
- Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challeng...
- 4/21/2024 12:00:00 AM
Sleep Expert - Sales
- Mattress Firm
-
Pittsburgh, PA
- Is your current job a nightmare? Make it a dream job at Mattress Firm®! Join Mattress Firm as a Sleep Expert® and have t...
- 4/6/2024 12:00:00 AM
About Pittsburgh, Pennsylvania
Pittsburgh (/ˈpɪtsbɜːrɡ/ PITS-burg) is a city in the Commonwealth of Pennsylvania in the United States, and is the county seat of Allegheny County. As of 2018, a population of 308,144 lives within the city limits, making it the 63rd-largest city in the U.S. The metropolitan population of 2,362,453, is the largest in both the Ohio Valley and Appalachia, the second-largest in Pennsylvania (behind Philadelphia), and the 26th-largest in the U.S.
Pittsburgh is located in the south west of the state, at the confluence of the Allegheny, Monongahela, and Ohio rivers. Pittsburgh is known both as "the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$49,183 to $63,786
Pittsburgh, Pennsylvania area prices
were up 1.9% from a year ago
were up 1.9% 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