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IRA & Investments Specialist - Training & Compliance Lead
Job in
Brighton, Livingston County, Michigan, 48116, USA
Listed on 2026-08-09
Listing for:
Lake Trust Credit Union
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Lake Trust Credit Union is seeking an IRA/Investment Specialist to manage and maintain the Lake Trust IRA program and related specialty accounts. The role aims to deepen member relationships by offering other products and services and coordinating with Financial Life Planning.
Responsibilities include training Onstage staff, validating IRA work, and ensuring timely tax reporting to members and the IRS. Strong MS Office skills and two+ years in a financial institution are required.
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