IRA Administrator

Required

• High School diploma or comparable work experience; AA degree in accounting preferred
• Ability to operate a computer and adding machine.
• Strong calculator and computer skills to include Microsoft Outlook, Word and Excel
• Strong organizational skills and attention to detail
• Familiar with department policies and procedures
• Strong knowledge of the back-office system and general accounting principles (what is a debit, what is a credit)
• Excellent knowledge of Traditional IRAs, Roth IRAs and SEP IRAs and the IRS rules and regulations that apply to them or willingness to learn IRA rules and regulations.
• Follow policies and procedures; maintain client confidentiality.
• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients; relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.