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IRA Specialist - Hybrid Role in Wealth Management
Remote / Online - Candidates ideally in
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listed on 2026-08-13
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listing for:
EmergencyMD
Full Time, Remote/Work from Home
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Trust Point Inc. in La Crosse, WI, is seeking a full-time IRA Specialist to join our Wealth Management Operations team. This role focuses on IRA administration, tax reporting, and providing guidance to Wealth Management, Family Office, and client service teams.
The position requires an Associate's degree and 3–6 years in financial services, with emphasis on accuracy and client service. This hybrid role offers flexible scheduling and strong earning potential within a supportive culture.
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