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Description
The Tax-Advantaged Accounts Analyst will assist with executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts. This individual will have extensive experience with the administration of retirement plans and in-depth knowledge of the rules and regulations of IRAs, HSAs, and Coverdell ESAs. The position will manage the day-to-day operations, reporting and administration of tax-advantaged accounts and provide direct and indirect member support as a subject matter expert. This position will also contribute to the overall success of the Wealth Management team and the broader Operations lines of business.
NORMAL DAY-TO-DAY WORK
JOB QUALIFICATIONS
Here are a few skills you MUST have to be qualified for this position.
Here are a few qualities we’d LIKE for you to have to make you more suited for this position.
OUR CULTURE
Our organizations believe we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.
If you have questions about this position description, please feel welcome to ask. You can reach our HR department at:
Human Resources
3600 Wake Forest Rd, Raleigh, NC 27609
careers@civicfcu.org
Full Time
Banking
$71k-90k (estimate)
03/24/2024
05/23/2024
lgfcu.org
FAYETTEVILLE, NC
50 - 100
1983
HENRY SNEED
$50M - $200M
Banking
Local Government Federal Credit Union (LGFCU) is a not-for-profit, member-owned financial cooperative established to serve the financial needs of local government employees, elected and appointed officials, volunteers and their families. Our full range of financial services are created specifically to improve the lives of our members. Federally Insured by NCUA. Equal Housing Opportunity. We make financial services affordable and accessible for more than 330,000 members across North Carolina. Helping our individual members improve financially helps the North Carolina communities they serve beco...me stronger. View our full Comment Policy at www.lgfcu.org/commentpolicy
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