IRA Statements and Reporting Specialist Jobs

The IRA Statements and Reporting Specialist maintains retirement records and is responsible for current and proper financial statements and reports. Develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Being an IRA Statements and Reporting Specialist may require a bachelor's degree. Utilizes database or system to process transactions and retrieve information. In addition, IRA Statements and Reporting Specialist typically reports to a supervisor or manager. Being an IRA Sta ... tements and Reporting Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. Working as an IRA Statements and Reporting Specialist typically requires 0-2 years of related experience. More
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