IRA Assistant

Overview

We are seeking an IRA Assistant to join our team and assist in the development of IRA rate sheets, while ensuring compliance with government regulations and bank policies. The ideal candidate will be responsible for facilitating transfers, distributions, rollovers, conversions, death claims, and closures.

Department: IRA

Location: Remote

Compensation: $20.00 - $25.00 / hour

• Receive and process IRA work received through various channels including US mail, Fax, in support of the Brokers
• Perform follow-up actions on transactions submitted through the Brokers with the objective of completing the appropriate transactions and ensuring the proper paperwork is received/executed as per IRS regulations and department policies and procedures
• Properly document actions taken on requests and if necessary communicate any issues to the Broker following department guidelines
• Communicate with customers via phone and or email if required to verify instructions or confirm transactions.
• Review all work items for accuracy and compliance with department guidelines and IRS rules and regulations
• Demonstrate understanding of the systems and training documentation supporting IRA transactions

• Strong knowledge of IRA regulations and policies
• Excellent organizational and time management skills
• Attention to detail and accuracy
• Proficiency in financial statements and reports
• Excellent communication and interpersonal skills

Adaptability - Accepts criticism and feedback. Adapts to changes in the work environment. Changes approach or method to best fit the situation.

Communications - Exhibits good listening and comprehension. Exceptional written and verbal communication skills, specifically, following up to ensure resolution. Excellent phone etiquette and an ability to maintain grace under pressure.

Displays courtesy and sensitivity, while maintaining a positive attitude. Must have a customer service background. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service.

Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.

The working conditions of this position include working in a remote fashion and autonomous environment. The environment must be free of distractions and provide a space to conduct business in a confidential manner. Able to work autonomously as well as collaboratively with team in a remote environment.

• Medical, Dental, Vision, 401k
• Vacation: 2 weeks paid annually, up to 3
• Paid Holidays
• Opportunity for Commission
• Remote Flexibility - Work From Home