- Truist (Richmond, VA)
- …SEP, SIMPLE, Coverdell and Beneficiary IRAs. Review and process IRA distributions, contributions, transfers, rollovers, beneficiary claim requests, excess ... removals, Roth conversions and recharacterizations. Understand and adhere to IRA regulatory rules and regulations. **ESSENTIAL DUTIES AND RESPONSIBILITIES**… more
- Woodforest National Bank (The Woodlands, TX)
- …largest employee-owned banks in the country! Description: The Dep Ops CD & IRA Specialist I is responsible for providing administrative and customer support for CD ... accounts individual retirement accounts ( IRA ). Key Responsibilities: . Reviews IRA documents such as new account paperwork, contribution and distribution forms… more
- RES (Minneapolis, MN)
- …and feel valued for your contributions and the perspectives you bring. **Summary:** The IRA Specialist - Solar will play a critical role in supporting our project ... to ensure excellence in all aspects of execution on IRA projects. As a key component of our IRA Compliance Team, this role will act as subject matter… more
- Commerce Bank (Kansas City, MO)
- …Private Client Advisors and ensure a timely, complete and accurate processing of IRA transactions + Deliver support and resolutions that meet goals of the advisors ... for Private Client Administrators to facilitate all distributions related to the IRA product offering + Receive notification from the Private Client Administrators… more
- Adecco US, Inc. (Atlanta, GA)
- Adecco is seeking a highly skilled and experienced **Wealth Management IRA Specialist** to join our client's team in Atlanta, GA. In this position, you will play a ... crucial role in managing complex IRA accounts and providing exceptional client service. **Top reasons...in the Private Banking space, with a focus on IRA retirement, wealth management, and client relationship management. +… more
- Cerebral Palsy Association of the North Country (Massena, NY)
- Direct Support Professional (DSP) - IRA Massena, NY (http://maps.google.com/maps?q=Massena+NY+USA+13662) Job Type Full-time, Part-time Description Cerebral Palsy ... the role ofDirect Support Professional (DSP)in our Individualized Residential Alternatives (IRAs). The IRA is a group home to 3 - 6 people with intellectual and/or… more
- Cerebral Palsy Association of the North Country (Norwood, NY)
- House Manager - IRA Norwood, NY (http://maps.google.com/maps?q=Norwood+NY+USA+13668) Job Type Full-time Description Reports to:Coordinator of Individualized Services ... involve direct support.) This position is located at our Norwood, NY IRA house. Primary Responsibilities: + Provide direct support and habilitation services for… more
- Bank of America (Atlanta, GA)
- Specialized Fiduciary Officer II, IRA Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... make a difference. Join us! **Specialized Fiduciary Officer II (SFO II), IRA , Private Bank, Atlanta, GA** - Administers Trusteed Individual Retirement Accounts… more
- Arnot Health (Bath, NY)
- …MAIN FUNCTION: Responsible for the registration of all patients' accessing services at System with emphasis on patient access/satisfaction, insurance/demographic ... verification and accuracy, and point of service collection, while maintaining confidentiality, professionalism and ethics continuously. DUTIES AND RESPONSIBILITIES: 1. Is responsible for accurate registration of all System patient's while maintaining… more
- Manulife (Boston, MA)
- …collaborative culture responsible for over $3.5B in annual asset retention including IRA rollover flows through educating and helping 401(k) participants who are ... John Hancock 401(k) products as well as John Hancock's IRA product offerings, which include the JH Mutual Fund IRA , JH Managed IRA and JH Guaranteed Income… more
- Robert Half Accountemps (Dallas, TX)
- …We are offering a long-term contract employment opportunity for a Certified IRA Consultant in Dallas, Texas. This role centers around providing support to ... and system maintenance, and other areas. As a Certified IRA Consultant, you will be expected to ensure accuracy...actions. Responsibilities: * Conduct daily quality checks on new IRA /HSA accounts to ensure account accuracy. * Verify the… more
- AHRC Suffolk (Bohemia, NY)
- GENERAL STATEMENT OF DUTIES: Directs the staff and services within the IRA ; maintains a home-like environment; performs related work as requested in the absence of ... employee of this class is responsible for the day-to-day operation of the IRA and for ensuring continuous active treatment. ILLUSTRATIVE EXAMPLES OF WORK: (Some of… more
- New York State Civil Service (Middletown, NY)
- …mentioned Geographic Differential and Mid-Hudson Adjustment.LOCATION: Orange County Team 9 (Fortune Road 1 IRA , Fortune Road 2 IRA , Grange IRA , Wallkill ... IRA )Base: Wallkill IRA (float to other homes within Team 9 as needed)118 Rykowski LaneMiddletown NY 10940TRAVEL: Percentage of travel may vary (approx. 20%-50%). Must have valid driver's license as well as dependable transportation.Linked In:… more
- Randstad US (Atlanta, GA)
- …Banking space, ready to take on a challenging and impactful role? Join our IRA Resource Center team, where you'll manage complex IRA operations, work closely ... 5 years of experience in Private Banking, and a deep understanding of IRA , wealth management, and client relationship management. salary: $35.16 - $35.17 per hour… more
- New York State Civil Service (New City, NY)
- …Compressed workweek allowed? No Telecommuting allowed? No County Rockland Street Address Rheinlander IRA 10 Rheinlander Lane City New City State NY Zip Code 10956 ... needs and services. Three houses will be your position (Pomona IRA , River IRA , & Rheinlander IRA )* Interacts with primary, medical specialists,… more
- New York State Energy Research and Development Aut (Albany, NY)
- …Federal grants that have been awarded to NYSERDA: The Inflation Reduction Act's ( IRA ) Home Electrification and Appliance Rebate grant and the Home Efficiency Rebate ... grant. Collectively, these grants are referred to as the IRA Home Energy Rebate grants. Primary Responsibilities + Overall...responsibility for the successful implementation of New York State's IRA Home Energy Rebate grants. + Serve as a… more
- New York State Civil Service (Wassaic, NY)
- …The incumbent oversees individual data and maintains all the files in the IRA .Duties include, but are not limited to:* Write, oversee implementation, and ensure ... Safeguard Summary Plans and Staff Action Plans* Train all IRA staff in implementation of SSP's and SAP's, data...issues with RSFO.* Provide and/or ensure training of all IRA staff as needed in response to DQI audits,… more
- New York State Civil Service (Wassaic, NY)
- …Compressed workweek allowed? No Telecommuting allowed? No County Dutchess Street Address Orchard IRA 22 Sinpatch Road City Wassaic State NY Zip Code 12592 Minimum ... Sinpatch Team and will be based out of Orchard IRA .Duties include but are not limited to:* Ensures compliance...orders and follow up appointments are communicated within the IRA * Serves as a member of the inter-disciplinary team*… more
- Rising Ground (Yonkers, NY)
- …Manager oversees the operation of two Individualized Residential Alternatives ( IRA ), which are group homes for individuals with intellectual disabilities, ... . Manage the finances and budgets of the assigned IRA 's . Coach, mentor, train and develop staff towards...staff towards excellence . Provide operational oversight to the IRA 's including physical plant, and ensuring they're in compliance… more
- Amergis (Rochester, NY)
- …patient care and assisting others in the management ofpatient care. 1) Larue IRA : 1045-915am with Sun/Mon/Tue pass days Address: 105Charles Street, Wayland, NY 14572 ... 2) Cobblestone IRA : 2p-12a Fri/Sat/Sun alt withThur/Tues/Wed pass days Address: 101COBBLESTONE...pass days Address: 101COBBLESTONE TERRACE NEWARK 14513 3) Witter IRA 3-11 Mon Tues pass days, Approx start -… more
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