IRA Operations Specialist

Overview

IRA Operations Specialist- Hybrid Opportunity

Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

Job Position Description

We are looking for an IRA Operations Specialist. The ideal candidate will :

• Track returned IRA correspondence to include tax forms.
• Under guidance of IRA Operations Specialist II or Manager, match funding exceptions to unfunded accounts on IRASmart.
• Monitor Operations Request system for follow-up needed form IRA Operations team and coordinate obtaining the information for response.
• Coordinate and retain correspondence to the participant's record in IRA Smart and HQ, via Operations Request system.

Salary Range : $44,000 - $54,000 annually

Shift : Monday - Friday. This position is required to be in the office every Tuesday and as needed.

Top Benefits Or Perks

Training is provided to all new hires to help you achieve your goals and ensure your success! Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location : Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

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