IRA Administrator

📋 Description

• Process IRA contributions, rollovers, conversions, transfers, excesses and re-characterizations
• Post manual deposits to IRA accounts in BETA, scan the checks received for bank deposit.
• During fee season, receive and post IRA fee checks. Balance checks received with BETA reports and
• Process TRAX IRA distributions from and between accounts according to client requests and set
• Process deceased IRA distributions. Establish Tax Reporting accounts for Beneficiary IRAs.
• Process state and Federal IRA tax payments daily, semi-weekly, monthly, and quarterly.

🎯 Requirements

• High School diploma or comparable work experience; AA degree in accounting preferred
• Ability to operate a computer and adding machine.
• Strong calculator and computer skills to include Microsoft Outlook, Word and Excel
• Strong organizational skills and attention to detail
• Familiar with department policies and procedures
• Strong knowledge of the back-office system and general accounting principles (what is a debit, what

🎁 Benefits

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)