IRA Operations Specialist

Duties

• Be responsible for the daily processing of lockbox exceptions for payments in RolloverHQ (This includes all lines of business: ARO, Assisted Roll-In, AP, and TSA funding).
• Review and accurately process any participant-driven paperwork received.
• Under guidance of IRA Operations Specialist II or Manager, match funding exceptions to unfunded accounts on IRASmart.
• Monitor Operations Request system for follow-up needed from IRA Operations team and coordinate obtaining the information for response.
• Cook up and retain correspondence to the participant’s record in IRA Smart and HQ, via Operations Request system.

Requirements

• Reside in the Charlotte, NC area.
• Work in the office every Tuesday and as needed.

Qualifications

• Experience with financial services or related field preferred.
• Strong attention to detail and organizational skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Proficiency in Microsoft Office Suite.

Benefits

• Competitive hourly rate with Bonus potential.
• 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire).
• Paid holidays.
• Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment.
• 401k eligibility and 100% vesting with employer matching on day 1 of employment.
• Professional Growth and Career Advancement Opportunities.

Pay

Pay Range: $43,000- $53,000 annually

Schedule

Shift: Monday - Friday. This position is required to be in the office every Tuesday and as needed.