Related skills
excel cash management word outlook trax📋 Description
- Provide back-up support to IRA and Cash Management operations.
- Process IRA contributions, rollovers, transfers and distributions per IRS rules.
- Post manual deposits and scan checks for bank deposits.
- Balance IRA activity and GL accounts; assist during fee season.
- Approve IRA accounts and TRAX ACH requests; ensure compliance.
- Back up for Cash Management and perform other duties as needed.
🎯 Requirements
- High School diploma or equivalent; AA degree in accounting preferred
- Ability to operate a computer and adding machine
- Proficiency with Outlook, Word and Excel
- Strong organizational skills and attention to detail
- Knowledge of IRA rules or willingness to learn (Traditional IRA, Roth IRA, SEP IRA)
- Clear communication; maintain client confidentiality; work with clients
🎁 Benefits
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional development opportunities
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
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