IRA Accounts Supervisor Job Description |
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The following is a full job description for IRA Accounts Supervisor. Here are the requirements and responsibilities for IRA Accounts Supervisor along with statistics. If after reading this page you determine that IRA Accounts Supervisor is not the position you are looking for, you may want to try one of these similar titles: Accounts Payable Senior Supervisor, Accounts Payable Supervisor, Accounts Receivable Supervisor, Accounts Payable/Receivable Senior Supervisor, Accounts Receivable Senior Supervisor, Accounts Payable/Receivable Supervisor, IRA Specialist, Accounts Receivable Manager, Accounts Payable Manager |
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Requirements and Responsibilities For IRA Accounts Supervisor |
Oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. May handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. May require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. |
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Also referred to as: IRA Account Servicing Team Leader, Retirement Account Supervisor - IRAs |
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Similar Jobs: Accounts Payable Senior Supervisor, Accounts Payable Supervisor, Accounts Receivable Supervisor, Accounts Payable/Receivable Senior Supervisor, Accounts Receivable Senior Supervisor, Accounts Payable/Receivable Supervisor, IRA Specialist, Accounts Receivable Manager, Accounts Payable Manager |
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Level of Education: IRA Accounts Supervisor Salaries with an Associate's Degree, IRA Accounts Supervisor Salaries with a Bachelor's Degree, IRA Accounts Supervisor Salaries with a Master's Degree or MBA, IRA Accounts Supervisor Salaries with a JD, MD, PhD or Equivalent |
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Industries: Financial Services | |