Address
Form of workPosition
IRA Specialist
Job Code-8126
req4928
Delta Community Credit Union Administrative Office - Riverwood 200
Full Time
Job Description
Delta Community isthe largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position.
The IRA Specialist I performs basic transactions and file maintenance, such as opening IRA/HSA/Coverdell ESA accounts, performing contributions, distributions, transfers, rollovers, and conversions. This position monitors the departmental ACD line, fax, mail, and email and assists branch delivery staff with IRA inquiries.
Practices safety-conscious behaviors in all operational processes and procedures.
Essential Functions:
Respond to phone and online inquiries from members for guidance and direction on all credit union deposit IRAs
Learn and communicate the complex rules regarding IRA accounts and possess the knowledge to open and maintain these accounts in accordance with IRS guidelines
Perform routine maintenance on existing accounts (including adding and removing beneficiaries, calculating and verifying RMDs, and conversions)
Monitor IRA and HSA Pending files in AX
Prep daily work for scan
Complete research requests and special projects as assigned
Other
This description reflects management's assignment of essential functions, it does not prescribe
or restrict the tasks that may be assigned. This job description is subject to change at any time.
.
Job Qualifications
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Employee benefits include:
Medical, Dental and Vision Coverage
Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
Supplemental Insurance or Voluntary Insurance
401(k) Plan with Company Match
Vacation, Holidays and Personal Time Off
Paid Maternity and Paternity Leave
Pre-tax Health and Dependent Care Spending Accounts
Benefit Choice Program
Health Reward Dollars
Discount on Gym Reimbursement and Identity Theft Programs
Legal Services
