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)
The Senior Supervisor for the IRA Operations serves as the subject matter expert on IRA rules and IRS regulations and leads the daily activities of the team to ensure the achievement of the corporate goals for growth, retention and quality service. The scope of this position includes the oversight of the personnel within the department as well as interfacing with all levels of management, various departments, business partners, and bank customers. This role works in tandem with the Manager, Compliance, Legal and Tax to ensure all procedures adhere to applicable IRA regulations & laws
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0 IRA Accounts Supervisor jobs found in Youngstown, OH area