Retirement Account Specialist
Express Employment Professionals
1 Positions
ID: dmEwL2M4T2JMRkVmMllh
Posted On 04/13/2024
Job Overview
Express Employment Professionals has partnered with a local company to look for a Retirement Account Specialist to join their team.
Key Responsibilities:
- Develop comprehensive instructional materials and procedural guidelines for staff members.
- Facilitate training sessions for new hires and conduct regular training sessions for existing staff, at least annually.
- Perform thorough audits on IRA documents, identifying errors, and providing constructive feedback for necessary corrections.
- Calculate and update accounts for Required Minimum Distributions (RMDs), and dispatch RMD letters to eligible account holders.
- Collaborate with team members to address any compliance-related concerns and ensure seamless operations within the department.
Position Requirements:
- Minimum of three to five years of relevant experience working with IRAs and HSAs.
- Certification in IRA management is desirable, although not mandatory.
- Proficient understanding of both Roth and Traditional IRAs, including knowledge of the rules and regulations governing SEP and SIMPLE IRAs.
- Availability to work Monday through Friday, from 8:00 AM to 5:00 PM or 8:30 AM to 5:30 PM.
How to Apply: Interested candidates can submit an online application or email their resume to Molly.Wand@Expresspros.com.