IRA Accounts Supervisor jobs in Charlotte, NC

IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Systems Process Manager - Key Accounts
  • Key Accounts - Trane Technologies Careers
  • Davidson, NC FULL_TIME
  • innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.

    The Role

    Trane Key Accounts is hiring a Systems Associate to join our organization. The Systems Associate will be responsible for analyzing and improving the various systems and processes within our organization. Their primary goal is to identify areas for improvement, streamline operations, and ensure maximum efficiency throughout the organization.

    Thrive at work and at home:

    ·         Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!  

    ·         Family building benefits include fertility coverage and adoption/surrogacy assistance. 

    ·         401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.  

    ·         Paid time off, including in support of volunteer and parental leave needs.     

    ·         Educational and training opportunities through company programs along with tuition assistance and student debt support.   

    ·         Learn more about our benefits here!

     

    This position is remote.

     

    Responsibilities:

    • Evaluate existing systems and processes to identify areas for improvement
    • Analyzing data and metrics to identify bottlenecks or inefficiencies in workflows
    • Collaborating with relevant stakeholders to gather feedback and understand pain points in current systems and processes
    • Conducting process audits to ensure internal compliance
    • Monitoring and evaluating the effectiveness of implemented changes and making necessary adjustments
    • Collaborating with cross-functional teams to drive continuous improvement initiatives
    • Act as a point of contact for process and system-related inquiries or issues.
    • Define project scope, develop project plans, and coordinate resources to ensure successful project delivery

     Qualifications:

    • Ability to understand customer (internal and external) needs, solve problems, and respond in an efficient manner
    • Strong analytical skills, be detail-oriented, and possess excellent problem-solving abilities
    • Strong organizational, time management, and multi-tasking skills.
    • A strong knowledge and comfort level with computers, Trane systems and proficiency in tools and software used for process mapping, data analysis
    • strong communication and interpersonal skills to effectively work with various stakeholders
    • Trane HVAC experience preferred 
    • Associates or Bachelor's degree preferred but not required.  

     

    Annual Salary Range - $82,550 - $109,950

     

    Disclaimer: This base pay range is based on US national averages. Actual base pay could be a result of seniority, merit, geographic location where the work is performed. Total compensation for this role will include a commission/incentive plan.

    We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

  • 10 Days Ago

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Customer Success Intern - Strategic Accounts
  • Strategic Accounts - Trane Technologies Careers
  • Davidson, NC INTERN
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
  • 26 Days Ago

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National Accounts Supervisor
  • Securitas Security Services
  • Charlotte, NC FULL_TIME
  • JOB SUMMARY: Responsible for effectively supervising, training and mentoring National Accounts Coordinators (NACs) in the National Communications Center (NCC) to ensure exceptional service delivery of...
  • 1 Month Ago

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National Accounts Coordinator Supervisor (Overnights)
  • Securitas Security Services USA, Inc.
  • Charlotte, NC FULL_TIME
  • National Accounts Coordinator (NAC) Supervisor We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We...
  • 1 Month Ago

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Accounts Payable/Accounts Receivable
  • Courage Kia
  • Huntersville, NC FULL_TIME
  • Automotive Accounts Receivable Clerk Duties & Responsibilities: Prepares all cash receipts and daily deposits Maintains communication with vendors on aging receivables Reconciles cash schedule daily A...
  • 9 Days Ago

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Accounts Payable
  • Pro-Tops INC
  • Monroe, NC FULL_TIME
  • We are seeking an experienced and detail-oriented Accounts Payable Specialist with expertise in QuickBooks (QB) to join our finance team at our construction division site, FMA. The ideal candidate wil...
  • 1 Month Ago

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0 IRA Accounts Supervisor jobs found in Charlotte, NC area

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Accounts Payable Clerk
  • Consolidated Electrical Distributors
  • Lincolnton, NC
  • Summary Job title: Accounts Payable Clerk Job ID: 202441750005 Department: Lincolnton - CED Location: NC-Lincolnton Desc...
  • 4/25/2024 12:00:00 AM

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Account Executive
  • US Foods, Inc.
  • Charleston, SC
  • ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and maintain existing accounts through personal visits and follow-up on a ...
  • 4/24/2024 12:00:00 AM

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Account Supervisor
  • The Brandon Agency
  • Charlotte, NC
  • Job Description Job Description Join our team as an Account Supervisor, where you'll play a critical role in driving cli...
  • 4/23/2024 12:00:00 AM

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Accounting Manager
  • Specialized Recruiting Group - Rock Hill
  • Charlotte, NC
  • NOW HIRING for a Controller / Accounting Manager in the Charlotte area. This is a direct hire looking to interview immed...
  • 4/23/2024 12:00:00 AM

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Workflow Manager
  • Wilson Elser
  • Charlotte, NC
  • Job Description Job Description Wilson Elser’s Charlotte office currently seeks a Workflow Manager. The Firm Wilson Else...
  • 4/23/2024 12:00:00 AM

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Senior Accountant - Accounts Receivable
  • Senior Living Communities
  • Charlotte, NC
  • Maxwell Group, based in Charlotte manages premier Retirement Communities in North Carolina, South Carolina, Georgia, Flo...
  • 4/23/2024 12:00:00 AM

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Senior Cost Accountant/ Plant Controller
  • Hollander Sleep Products
  • Rock Hill, SC
  • Keeco LLC is one of America's largest home textile distributors and pillow manufacturers. Our Brands include Serta, Wave...
  • 4/22/2024 12:00:00 AM

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Sr. Land Representative - North Carolina
  • TRC Companies, Inc.
  • Matthews, NC
  • About Us: Groundbreaker. Game changer. Pioneer. TRC has long set the bar for clients who require more than just engineer...
  • 4/21/2024 12:00:00 AM

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$67,382 to $83,046
Charlotte, North Carolina area prices
were up 1.5% from a year ago

IRA Accounts Supervisor in Yakima, WA
On average, a Bachelor's Degree is the highest level of education for an IRA Accounts Supervisor.
November 29, 2019