IRA Account Servicing Team Leader Jobs

The IRA Account Servicing Team Leader monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Oversees operations and transactions involving IRAs. Being an IRA Account Servicing Team Leader ensures compliance with governmental regulations, including account over-contribution and early distributions. May handle large or complex accounts. In addition, IRA Account Servicing Team Leader may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Working as an IRA Account Servicing Team Leader typical ... ly requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. More
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