IRA & Investment Solutions Specialist
Job in
Brighton, Livingston County, Michigan, 48116, USA
Listed on 2026-08-22
Listing for:
Lake Trust Credit Union
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Lake Trust Credit Union seeks an IRA/Investment Specialist to manage the IRA program and related accounts. You will train Onstage staff, coordinate with Financial Life Planning, and ensure tax reporting deadlines are met.
Your role requires IRA and investment knowledge, strong MS Office skills, and excellent communication. You will assist members by phone and help keep disclosures compliant with Compliance & Legal.
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