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Job Openings: IRA Coordinator

Location of Position:Sharon
Salary:TBD
Days:M-F
Hours:8:30-4:30

Duties:

Primary Function:

The IRA Coordinator has the responsibility for the day-to-day operations of the assigned IRA. This includes, but is not limited to, establishing, improving, and maintaining day-to-day systems and operations of the IRA program (Ascensus), executing duties and responsibilities in a professional, collaborative manner that consistently demonstrates a positive approach, the ability to problem-solve while adapting to change. Always handles all member transactions with complete discretion and confidentiality.

Essential Duties and Responsibilities: Other duties both related and unrelated to the above may be assigned and therefore required.

  • Complies with IRA rules and regulations.
  • Reviews policy and procedures on a regular basis and revises as necessary
  • Completes File Maintenance review to ensure accuracy and verify member authorization.
  • Actively participates in monthly staff meetings.
  • Processes research requests for Members and departments. Monitors IRA files and IRA paperwork for accuracy.
  • Works with vendors to ensure the Credit Union has accurate forms and most updated information
  • Oversees distributions and all IRS and member reporting.
  • Monitors the End of Year reports and all tax related forms for accuracy and corrections.
  • Informs management of any IRA activities and if any problems arise.
  • Suggest was for improved efficiencies and effectiveness.
  • Attends training sessions upon request and completes all required compliance training within specified time frames.
  • Follows all established Credit Union polices & procedures and adheres to all regulatory compliance including but not limited to: BSA/AML/Patriot/OFAC/CIP, Privacy/GLB, Securing Information, Security, and all other job specific regulations.
  • Assists in the Deposit Operations area as needed

Requirements:

  • Excellent interpersonal and communication skills are essential for servicing SCU members and projecting a positive image as representative for the Credit Union.
  • High School Diploma with 2 years of IRA experience.
  • Position requires the ability to read and understand oral and written instructions. Must be able to solve day-to-day problems involving several variables in standard situations.
  • Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required.
  • Proficiency with computer software applications including Word/Excel and system applications is required

How to Apply

Apply Online for IRA Coordinator
Upload Your Resume for IRA Coordinator

If it is more convenient you may also complete and print an employment application and submit along with a copy of your resume to SCU Credit Union in person or by mail to:

Human Resources
SCU Credit Union
1300 Belmont Street
Brockton, MA 02301


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