Remote Tax-Advantaged Accounts Associate
Remote / Online - Candidates ideally in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-08-28
Wilmington, New Hanover County, North Carolina, 28412, USA
Listing for:
SECU
Remote/Work from Home
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
SECU in Raleigh, NC is seeking a motivated TAS Associate to support tax-advantaged accounts. You will handle baseline processing, QA, and inquiries while learning IRS codes and credit union policies.
Focus areas include account openings, withdrawals, QCDs, and routine ledger reconciliation; you will respond to member and branch questions and participate in ongoing training to master retirement plan rules.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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