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IRA Clerk Jobs in Iowa

Clerk Jobs
By Labcorp At , Tampa, 33607, Fl
Monday - Friday, 8am - 4:30pm
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Ira Assistant Jobs
By Birch Gold Group At , Remote $20 - $25 an hour
Receive and process IRA work received through various channels including US mail, Fax, in support of the Brokers
Properly document actions taken on requests and if necessary communicate any issues to the Broker following department guidelines
Communicate with customers via phone and or email if required to verify instructions or confirm transactions.
Review all work items for accuracy and compliance with department guidelines and IRS rules and regulations
Demonstrate understanding of the systems and training documentation supporting IRA transactions

Are you looking for a rewarding career in the financial services industry? We are looking for an experienced IRA Clerk to join our team! As an IRA Clerk, you will be responsible for providing exceptional customer service, processing IRA transactions, and ensuring compliance with all applicable laws and regulations. If you have a passion for helping people and a commitment to excellence, this could be the perfect job for you!

An IRA Clerk is responsible for providing administrative support to the IRA department. They are responsible for processing IRA contributions, withdrawals, transfers, and other transactions. They must also ensure that all IRA accounts are in compliance with applicable laws and regulations.

What is IRA Clerk Skills Required?

• Knowledge of IRA regulations and laws
• Attention to detail
• Organizational skills
• Ability to work independently
• Computer proficiency
• Excellent customer service skills

What is IRA Clerk Qualifications?

• High school diploma or equivalent
• Previous experience in a financial institution or related field
• Knowledge of IRA regulations and laws
• Ability to work independently

What is IRA Clerk Knowledge?

• Knowledge of IRA regulations and laws
• Knowledge of financial products and services
• Knowledge of customer service principles
• Knowledge of banking operations

What is IRA Clerk Experience?

• Previous experience in a financial institution or related field
• Previous experience with IRA accounts

What is IRA Clerk Responsibilities?

• Process IRA contributions, withdrawals, transfers, and other transactions
• Ensure that all IRA accounts are in compliance with applicable laws and regulations
• Respond to customer inquiries regarding IRA accounts
• Prepare and maintain accurate records and reports
• Monitor IRA accounts for any suspicious activity
• Assist with the preparation of tax documents related to IRA accounts