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Banking & Finance Financial Consultant

IRA & Trust Specialist — Estate & POA Expert

Job in Herndon, Fairfax County, Virginia, 22070, USA
Listing for: Northwest Federal Credit Union
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A financial institution in Herndon, Virginia, is seeking an IRA/Trust and Estates Specialist. This role involves managing deceased and Trust account activities while ensuring compliance with regulations and providing member education. The ideal candidate will possess strong communication abilities and a minimum of 1 year of banking experience. Certification as an IRA Specialist is required within the first year. The position offers a collaborative environment where attention to detail is paramount.
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