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Burke & Herbert Bank & Trust13 months ago

Individual Retirement Account Specialist

$52,000–$62,400 year

Remote · United States or US

Type
Full Time
Level
Mid Level
Education
Associates Degree
Company size
Small

Job Summary

The Individual Retirement Account Specialist is responsible for the administration of IRAs, processing transactions and inquiries, ensuring compliance with regulations, and training staff on IRA policies. Requires associates degree and 3-5 years experience in financial services.

Required Qualifications

  • Three to five years of experience in a financial institution or related field
  • In-depth knowledge of IRA regulations, bank products, and services
  • Strong problem-solving skills with attention to detail

Additional Requirements

  • Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
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$52k – $62k / yr

Individual Retirement Account Specialist · Burke & Herbert Bank & Trust

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