IRA Administrator

Job Posting

Responsibilities include but are not limited to :

• Open, maintain, and close IRA accounts for clients, following IRS rules and procedures, including handling decedents accounts and calculating Required Mandatory Distributions.
• Process IRA contributions, distributions, rollovers, transfers, and conversions.
• Assist Enterprise Reporting manager with the preparation and filing of the applicable IRS tax forms and reports, such as Form 5498 and Form 1099-R.
• Answer client inquiries and provide information on IRA rules.
• Stay updated on IRA regulations, policies, and best practices, and attend training sessions as required. Provides guidance on regulations to branch personnel.
• Assist with various projects as needed.