Montana Licensed IRA Administrator

A company is looking for an Operations Associate - IRA Administrator.

Key Responsibilities

Process IRA contributions, rollovers, and distributions in compliance with IRS regulations

Post manual deposits and balance general ledger accounts for IRA transactions

Review and approve IRA account applications and ensure accuracy in tax reporting

Required Qualifications

High School diploma or equivalent; AA degree in accounting preferred

Strong knowledge of Traditional IRAs, Roth IRAs, and SEP IRAs

Familiarity with back-office systems and general accounting principles

Ability to operate computers and relevant software, including Microsoft Office

Willingness to learn and stay updated on IRA rules and regulations