Brokerage IRA Operations Specialist
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-08-29
Listing for:
Truist
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Banking Operations, Regulatory Compliance Specialist
Job Description & How to Apply Below
Truist in Richmond, VA seeks an IRA Operations Specialist to handle IRA processing, distributions, rollovers and beneficiary requests, ensuring regulatory compliance and accurate tax reporting.
You will review and process new account applications, act on complex transactions like Roth conversions, and coordinate with front office to respond to client inquiries while staying current on IRA rules and regulations.
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