The Opportunity

The IRA Operations Specialist is responsible IRA account opening, distributions and transfers and for the resolution of IRA issues and requests.

An IRA Specialist assist clients with determining the available options and completing the proper forms for contributions and distributions in accordance with IRS regulations.

The role supports the IRA Department to achieve the corporate goals for growth, retention and quality service for the Department.

Candidate will have direct customer contact and must be able to provide superior customer service.

The Work Itself

• Serves as the primary contact for IRA Plan and Account Opening.
• Responsible for the resolution of IRA requests and completes advanced research needed to resolve complex issues.
• Reviews forms for accuracy and completeness in accordance with IRA regulations.
• Interacts daily with the Ally customers, beneficiaries, Customer Care representatives, vendors and other financial institutions.
• Ensures Ally Bank complies with applicable IRS regulations and state statutes

The Skills You Bring

• 1 years of experience in financial services required
• 1 of IRA experience highly recommended OR
• Strong knowledge of IRA rules and IRS regulations.

How We'll Have Your Back

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals.

Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including :

• Time Away : 11 paid holidays, 20 paid time off days, and 8 hours of volunteer time off, yearly (paid time off is prorated based on start date)
• Planning for the Future : plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.
• Supporting your Health & Well-being : flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
• Building a Family : adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult / elder care days and childcare discounts.
• Work-Life Integration : other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.
• Other compensations : depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and / or equity.

Last updated : 2024-05-08