IRA Specialist
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About The Position
The IRA specialist serves as subject matter expert (SME) for all aspects of Individual Retirement Accounts (IRAs). This role supports internal team members with IRA-related inquiries, ensures compliance with regulations, and acts as the administrator for IRA software systems. The IRA specialist focuses on managing and administering Individual Retirement Accounts (IRA) accounts for members, leveraging the system platform for efficient processing, compliance, and reporting. The IRA Specialist would need to ensure the balance of excellent member service with compliance and operational efficiency, all while utilizing the platform to simplify processes and stay ahead of regulatory changes.
