IRA Operations Specialist

Retirement Clearinghouse LLC seeks an IRA Operations Specialist to support accurate, compliant processing of IRA and retirement account transactions. In this role, you'll handle daily operations, including rollovers, transfers, reconciliations, and exception resolution, using advanced fintech tools that connect employers, recordkeepers, and financial institutions. You'll ensure adherence to IRS and ERISA regulations, maintain strong audit trails, and collaborate closely with client service, technology, and compliance teams.

This hybrid role is ideal for detail-oriented financial operations professionals who want to improve retirement outcomes for millions of workers in a mission-driven, innovative culture.