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IRA Operations Specialist

Century Group

Denver, CO

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JOB DETAILS
SALARY
$23–$27 Per Hour
SKILLS
Accounting, Accounting Software, Accreditation Council for Accountancy and Taxation (ACAT), Analysis Skills, Communication Skills, Customer Support/Service, Documentation, ERP (Enterprise Resource Planning), Financial Transactions, Interpersonal Skills, Microsoft Excel, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Analysis, Systems Maintenance, Telephone Skills, Time Management, Transaction Processing/Management, Writing Skills
LOCATION
Denver, CO
POSTED
4 days ago

Century Group is in search of an experienced Operations Specialist (IRA) to join a team in Downtown. Denver. Qualified candidates with 3-5 years of accounting experience are encouraged to apply. Local candidates only. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $23 to $27 per hour.

Job Description:

  • Deliver client service experience by providing ongoing support to our clients related to IRA transaction requests.
  • Analyze and process client-initiated distributions, transfers, and rollover requests.
  • Ensure all transactions are processed accurately
  • Ensure all documentation related to transactions is appropriately noted.
  • Process outgoing ACAT transactions and ensure all documentation related to the ACAT is appropriately collected and maintained in Bank systems.
  • Ensure all discrepancies are addressed, communicated, and resolved in a timely manner.
  • Manage call, chat, and e-mail volume for the IRA operations team
  • Processing assistance in outgoing cash transactions within the Bank's trust accounting system (ACH, checks, and wires).
Requirements:
  • Proficient with the Microsoft Office Suite, including strong Excel and ERP system skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities

REF #49289
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About the Company

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Century Group

Century Group is an executive recruiting and professional staffing firm providing top-tier accounting and finance talent to start-up, mid-market and Fortune 500 enterprises on a direct hire, temporary and temp-to-hire basis. Our specialized focus, extensive talent network and 30 years of experience ensure we’ll deliver the right professional – fast.

We utilize the tools of executive search to select the most qualified candidates in the timeliest manner, while reducing the risk associated with hiring through other methods. With over 85% of our business from returning, satisfied clients and 80% of clients making their final candidate selection within 30 days, our methodology speaks for itself.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Accounting and Auditing Services
FOUNDED
1989
WEBSITE
https://www.century-group.com/

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