IRA Specialist - Calculated Hire : Job Details

IRA Specialist

Naperville, IL

Responsibilities:

· Verify IRA documentation with follow up for missing or incomplete forms.

· Provide tier II phone support to the banker for escalated IRA transactions which includes beneficiary IRA processing

· Ensure IRA transactions have been processed correctly for accurate IRS government reporting

• Fulfill routine and occasionally non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities efficiently and effectively in accordance with Bank and industry standards, focusing on up to a one-month time horizon
• Follow procedures to resolve standard and relatively straightforward internal business partner and/or external customer inquiries/ requests and issues, referring non-routine issues to more senior team members and/or manager

· Record and verify data for fulfillment and/or further handling

Requirements:

· Associate/bachelor's degree or relevant professional experience

· Microsoft Office Suite

· 1-2 years IRA Processing experience