IRA/IRS Support Specialist I

Requirements

• Act as a Subject Matter Expert in IRA/HSA accounts, TIN Certification, Backup withholding and B Notice processing, Deposit account tax reporting, and Escheatment.
• Respond promptly and professionally to incoming phone calls from both members and internal staff, addressing a wide range of inquiries related to accounts, services, policies, and procedures, while ensuring a positive and helpful experience.
• Verify and process incoming IRA/HSA applications and transaction requests and death claims, including collaborating with beneficiaries, legal representatives, and family members to ensure proper handling of the member’s retirement accounts.
• Perform quality assurance reviews on all transactions completed on IRA and HSA plans.
• Ensure compliance with all legal and regulatory requirements for IRA/HSA accounts, as well as TIN Maintenance processes, processing and retaining necessary documents according to standards.
• Assist in the processing of the seasonal tasks such as Escheatment processing and Tax Reporting preparation and validation, under the guidance of the Operations Team Lead and Level II Specialists.
• Assist in the ongoing reviews of internal team procedures, as well as procedures used by frontline staff for IRA/HSA accounts, tax reporting, escheatment, and TIN maintenance.
• Complete additional tasks and responsibilities as delegated by management, ensuring timely and accurate execution while maintaining compliance with company policies and contributing to team objectives.