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)
Job Overview
IRA Financial is a leading provider of self-directed IRA services. We empower individuals to take control of their retirement investments, especially those interested in alternative assets. We are seeking a motivated and detail-oriented individual to join our dynamic team as a Billing Specialist. In this position, you will be responsible for the careful and accurate handling and processing of billing forms, incoming payments, and outgoing invoices. In addition, you will communicate with clients via phone, email and chat, responding to inquiries and concerns in a professional and timely manner.
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0 IRA Specialist jobs found in Sioux Falls, SD area