IRA Administrator

Location:

510 West Loveland Avenue, Loveland, OH 45140, United States.

Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer.

• Open IRA accounts
• File and maintain beneficiaries
• Make files distributions and close IRA accounts
• Transfers
• Withholding
• Make sure all documentation is gathered for descendants/Death Certificate/ Identification
• Open inherited accounts as required for each beneficiaries
• Verify amounts and distribute decedents RMS’s as required by IRS regulations
• Review quarterly and yearly reports and make corrections
• Renegotiate accounts for customers

• High School diploma or equivalent
• Organized and dependable
• Analytical and attention to detail
• Ability to problem solve and multi-task
• Verbal and Written Communication
• Self-Motivated
• Team Player

Union Savings Bank is an Equal Employment Opportunity and Affiential Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.