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Tax-Advantaged Accounts Specialist
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-21
Listing for:
State Employees' Credit Union
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
State Employees' Credit Union in Raleigh, NC seeks TAS Associate to provide operational support and help master compliance rules for IRAs, HSAs, and education savings plans, handling basic withdrawals, conversions, and routine postings.
You will perform quality control audits, process standard requests, and participate in ongoing retirement framework onboarding and regulatory training.
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