| IRA Specialist Job Description |
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| The following is a full job description for IRA Specialist. Here are the requirements and responsibilities for IRA Specialist along with statistics. If after reading this page you determine that IRA Specialist is not the position you are looking for, you may want to try one of these similar titles: IRA Accounts Supervisor, Public Relations Specialist IV, Groupware Specialist, Compliance Specialist IV, Community Relations Specialist IV, Market Access Specialist IV, Strategic Sourcing Specialist IV, Client Service Specialist IV, Organizational Development Specialist IV |
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| Requirements and Responsibilities For IRA Specialist |
| Develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. |
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| Also referred to as: Individual Retirement Account Specialist, IRA Statements and Reporting Specialist |
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| Similar Jobs: IRA Accounts Supervisor, Public Relations Specialist IV, Groupware Specialist, Compliance Specialist IV, Community Relations Specialist IV, Market Access Specialist IV, Strategic Sourcing Specialist IV, Client Service Specialist IV, Organizational Development Specialist IV |
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| Level of Education: IRA Specialist Salaries with an Associate's Degree, IRA Specialist Salaries with a Bachelor's Degree, IRA Specialist Salaries with a Master's Degree or MBA, IRA Specialist Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Financial Services | |
