Oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. May handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. May require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature.
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