IRA Specialist

IRA SpecialistNaperville, ILResponsibilities:· Verify IRA documentation with follow up for missing or incomplete forms. · Provide tier II phone support to the banker for escalated IRA transactions which includes beneficiary IRA processing· Ensure IRA transactions have been processed correctly for accurate IRS government reportingFulfill routine and occasionally non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities efficiently and effectively in accordance with Bank and industry standards, focusing on up to a one-month time horizonFollow procedures to resolve standard and relatively straightforward internal business partner and/or external customer inquiries/ requests and issues, referring non-routine issues to more senior team members and/or manager· Record and verify data for fulfillment and/or further handlingRequirements:· Associate/bachelor's degree or relevant professional experience· Microsoft Office Suite· 1-2 years IRA Processing experience

Created: 2025-01-07