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Job Descriptions:
Mission:
In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.
Culture Competencies: S.T.R.I.V.E
Maintains our members’ and employees’ trust by safeguarding their financial data and information.
Values and respects everyone’s abilities, opinions, and feedback to achieve trust, safety, and well-being in a friendly, welcoming, and cooperative environment. Actively devoted to our motto of "better together."
Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.
Generates new ideas, supports change, provides new efficient solutions, and solves problems creatively while balancing risk.
General Summary
Under general supervision, but in accordance with policies, practices and procedures, works with Member Service Representatives to help assist members with IRAs. Responsible for processing daily account transactions and documentation. Maintain Individual Retirement Account (IRA) files to insure accurate account documentation and tax reporting to members and the Internal Revenue Service. Tasks will involve member and occasionally third-party contact.
Major Duties & Responsibilities
Responsible for opening, processing, closing, maintaining all IRA documentation/portfolios including IRA Projections
Prepares basic transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and credit union policies.
Process Required Minimum Distribution set-ups.
Handles the processing of IRA account information with the Credit Unions’ third-party vendor; assures vendor information is correct, reviews end of period tax reporting prior to distribution to the members and the IRS.
Provides accurate information to members regarding IRA account information, policies, procedures and applicable regulations.
Provides professional internal member service and support to other departments by answering questions regarding IRAs.
Works on projects/matters of limited complexity in a support role.
Non-essential Duties & Responsibilities
Other duties as assigned.
Required Experience:
Education: High school diploma or equivalent.
Experience: One (1) year financial institution experience, preferably with strong familiarization with IRAs.
Skills: Demonstrated Microsoft Office skills - (Word, Excel, Outlook, and PowerPoint) and the ability to operate standard office equipment. Research analysis and problem-solving skills. Organizational skills and detail oriented. Ability to manage time efficiently and effectively.
Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency and enthusiasm.
Member Focus: Uses active listening skills to gain understanding of the needs of others to build strong relationships (internal/external) and deliver member focused service.
Salary: Minimum $52,878.83 - $79,318.24 Maximum
Supervisory: None Required
Benefits: We provide competitive salaries and offer exceptional benefits: Health Insurance including Medical, Dental, Prescription, Vision, 401(k) Retirement Plan, Incentive bonus, 12 Holidays, 15 Vacation days, 9.75 Sick days, Flexible Spending Account, Life Insurance, Free parking or Metro Smart Benefits and Tuition reimbursement
Equal Opportunity Employer/Veterans/Disabled
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.
Keyword: IRA Coordinator
From: United States Senate Federal Credit Union