Brokerage IRA Operations Specialist
Listed on 2026-10-06
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Finance & Banking
Regulatory Compliance Specialist, Banking Operations
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.
This is an excellent role to take on the Brokerage IRA Operations Specialist role at Truist.
The advertised compensation is 51.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Brokerage IRA Operations Specialist role in the description above.
We appreciate your interest in this position.
Join Truist and contribute to our ongoing work.
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