What are the responsibilities and job description for the Senior IRA Transaction Specialist position at Calculated Hire?
At Calculated Hire, we're seeking a highly skilled Senior IRA Transaction Specialist to join our team. In this role, you'll be responsible for verifying IRA documentation and following up with clients for missing or incomplete forms.
The ideal candidate will have experience in tier II phone support and beneficiary IRA processing, as well as strong analytical skills to ensure accurate IRS government reporting.
Responsibilities:
- Fulfill routine and non-routine transactions, internal business partner inquiries, and/or external customer requests efficiently and effectively in accordance with Bank and industry standards.
- Follow procedures to resolve standard and relatively straightforward internal business partner inquiries and issues, referring non-routine issues to more senior team members and/or manager.
Requirements:
- Associate/bachelor's degree or relevant professional experience
- Microsoft Office Suite
- 1-2 years IRA Processing experience
