IRA Specialist jobs in Salt Lake City, UT
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 Customer Service Representative
- Hired by Matrix
-
South Jordan, UT
CONTRACTOR
-
Do you want more than just another job? Are you ready to team up with an organization that values your contributions? Then Hired by Matrix is for you!
Working with some of the US’ premier companies, we excel at connecting candidates with positive cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.
Hired by Matrix has provided talent solutions to enhance organizations’ team capacities for over three decades. As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.
At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an IRA Customer Service Representative!
What You’ll Do:- Handle incoming phone calls from Financial Advisors and Associates regarding all IRA and qualified plan inquiries within book-of-business; and provide guidance regarding the IRS rules and regulations.
- Establish and maintain effective relationships to deliver world class service to Financial Advisors.
- Assist in special projects periodically throughout the year as IRS regulations change.
- Utilize various internal and external resources and tools to provide information and resolve issues.
- Follow established procedures to process written requests, route processing requests to the appropriate processing teams, and to escalate processing inquiries when needed.
- Basic IRA knowledge or 3 years of relevant work experience.
- Quick learner; strong analytical and problem-solving skills.
- Customer service background required.
- Detail oriented.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Get in Touch:
We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Nidhi at 718-540-9668 to learn more.
Who We Are:
Since 1986, Hired by Matrix, Inc. has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.
Connect with us on LinkedIn today and learn more about how HbM can change your career: https://www.linkedin.com/company/hired-by-matrix-inc/
Check out our Career Center: https://www.hiredbymatrix.com/find-work/open-positions/ - 29 Days Ago
Telecommunications Tower Technician Green Hand
- Larson Tower Specialist
-
Riverton, UT
FULL_TIME
- Benefits: SIRA matching Bonus based on performance Company parties Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Profit sharing Trai...
- 28 Days Ago
Specialist
- Deloitte
-
Salt Lake, UT
FULL_TIME
- Position Summary State Medicaid Data Warehouse Analytics SME Are you a Medicaid Management Information System (MMIS) subject matter expert with technical / functional State Medicaid Data Warehouse Ana...
- 1 Day Ago
Program Specialist
- Veterans Health Administration
-
Salt Lake, UT
FULL_TIME
- This position reports to facility Public Affairs officer and is responsible for the technical and editorial management of all VASLCHCS service-level phone trees and phone directory contact information...
- 7 Days Ago
Department Specialist
- Enterprise Services
-
Midvale, UT
FULL_TIME
- Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states...
- 7 Days Ago
Merchandiser Specialist
- Premium Retail Services
-
SALT LAKE CITY, UT
FULL_TIME
- As a Premium Merchandiser Specialist, you'll represent hundreds of brands across several retail locations. You will work with a diverse set of products including Magazines, Grocery items, Sunglasses, ...
- 7 Days Ago
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0 IRA Specialist jobs found in Salt Lake City, UT area
Customer Care Expert
- Select Portfolio Servicing, Inc.
-
Salt Lake City, UT
- Job Description Job Description The Customer Care Expert (CCE) is responsible for delivering personalized service to the...
- 4/16/2024 12:00:00 AM
Subject Matter Expert (SME) for Health Administration (Remote/Hybrid) - (Contractor)
- Confidential
-
Salt Lake City, UT
- Job Summary: We are actively searching for a Subject Matter Expert (SME) with a comprehensive background in health admin...
- 4/16/2024 12:00:00 AM
Customer Experience Expert - Hybrid
- StubHub
-
Draper, UT
- Job Description Job Description Come join STUBHUB, the world’s largest ticket marketplace. With tickets available for ov...
- 4/16/2024 12:00:00 AM
Design Expert - Furniture Sales Associate
- Crate & Barrel
-
Salt Lake City, UT
- Crate and Barrel Furniture Sales Associates have a passion for helping customers see what is possible with the latest on...
- 4/16/2024 12:00:00 AM
Subject Matter Expert (SME) for Health Administration (Remote/Hybrid) - (Contractor)
- Confidential
-
Salt Lake City, UT
- Job Summary: We are actively searching for a Subject Matter Expert (SME) with a comprehensive background in health admin...
- 4/15/2024 12:00:00 AM
Internet TV Sales Expert
- Acosta, Inc
-
Salt Lake City, UT
- Internet TV Sales Expert General Information Company: PRE-US Location: SALT LAKE CITY, Utah, 84117 Ref #: 52400 Function...
- 4/15/2024 12:00:00 AM
Networking/F5 Subject Matter Expert, Onsite Layton Utah, $Signing Bonus, Relocation Assistance provided, Active Secret Security Clearance required, Can do CTH or Direct Hire, We Pay Referral Fees!
- Smoothstack
-
Layton, UT
- (((URGENT/Interviewing/Hiring NOW!!!))) We Pay Referral Fees! F5 NETWORKS CERTIFIED, Subject Matter Expert Onsite Layton...
- 4/14/2024 12:00:00 AM
SAP PEO Expert - Contract - Remote
- SAGE IT
-
Salt Lake City, UT
- Greetings! Looking for a SAP PEO Expert for one of our projects. Location Remote Position- Contracting My client is spec...
- 4/13/2024 12:00:00 AM
About Salt Lake City, Utah
Salt Lake City has an area of 110.4 square miles (286 km2) and an average elevation of 4,327 feet (1,319 m) above sea level. The lowest point within the boundaries of the city is 4,210 feet (1,280 m) near the Jordan River and the Great Salt Lake, and the highest is Grandview Peak, at 9,410 feet (2,868 m).
The city is in the northeast corner of the Salt Lake Valley surrounded by the Great Salt Lake to the northwest, the steep Wasatch Range to the east, and Oquirrh Mountains to the west. Its encircling mountains contain several narrow canyons, including City Creek, Emigration, Millcreek, and Par...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$48,434 to $62,814
Salt Lake City, Utah area prices
were up 2.3% from a year ago
were up 2.3% 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