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IRA and Specialized Funds Manager

Ascent

Job Description

Great opportunity to come in as IRA and Specialized Funds Manager.  You will be responsible for the management, rules and regulations implementations, operation and functions of Individual Retirement Account and Health Savings Account product offering for our credit union client.
 
Some of your day to day will include:
  • Responsible for compliance according to established procedures for the transactions involving Individual Retirement Accounts and Health Savings Accounts.
  • Ensure compliance with governmental regulations in handling account transactions and IRS reporting as well as servicing accounts for distribution, transfers and rollovers.
  • Provide guidance, policies, and procedures for opening and maintaining IRAs and HSAs.
  • Subject matter expert for IRA and HSA; required to keep up to date on industry news and responsible for product knowledge on current IRS and State rules.
  • Establish and implement effective and efficient departmental work flow processes to ensure proper handling of member IRA and HSA paperwork and documentations.
What you need to be successful in this role:
  • Associate's degree required, Bachelor's degree preferred.
  • Minimum of 3 years of experience dealing with IRAs with experience and working knowledge of complex IRA/HSA corrections, Inherited IRA, FDIC/NCUSIF guidelines and requirements including Trust Accounts
  • In depth knowledge and experience in regulated environments, working with regulatory requirements and regulators, product concepts, practices, and procedures.
  • Must be flexible and adjust to schedule and adapt to the changing needs of the department and credit union.
 

Job Requirements

 
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Job Snapshot

Location US-CA-Pleasanton
Employment Type Contractor
Pay Type Hour
Pay Rate N/A
Store Type Finance & Accounting, Other

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Terms & Conditions
Snapshot
Ascent
Company:
US-CA-Pleasanton
Location:
Contractor
Employment Type:
Hour
Pay Type:
N/A
Pay Rate:
Finance & Accounting, Other
Store Type:

Job Description

Great opportunity to come in as IRA and Specialized Funds Manager.  You will be responsible for the management, rules and regulations implementations, operation and functions of Individual Retirement Account and Health Savings Account product offering for our credit union client.
 
Some of your day to day will include:
  • Responsible for compliance according to established procedures for the transactions involving Individual Retirement Accounts and Health Savings Accounts.
  • Ensure compliance with governmental regulations in handling account transactions and IRS reporting as well as servicing accounts for distribution, transfers and rollovers.
  • Provide guidance, policies, and procedures for opening and maintaining IRAs and HSAs.
  • Subject matter expert for IRA and HSA; required to keep up to date on industry news and responsible for product knowledge on current IRS and State rules.
  • Establish and implement effective and efficient departmental work flow processes to ensure proper handling of member IRA and HSA paperwork and documentations.
What you need to be successful in this role:
  • Associate's degree required, Bachelor's degree preferred.
  • Minimum of 3 years of experience dealing with IRAs with experience and working knowledge of complex IRA/HSA corrections, Inherited IRA, FDIC/NCUSIF guidelines and requirements including Trust Accounts
  • In depth knowledge and experience in regulated environments, working with regulatory requirements and regulators, product concepts, practices, and procedures.
  • Must be flexible and adjust to schedule and adapt to the changing needs of the department and credit union.
 

Job Requirements

 
IRA and Specialized Funds Manager Apply now